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Cedar Mountain Advisors’s National Bank Holdings NBHC Stock Holding History

Cedar Mountain Advisors’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.33K Sell
34
-559
-94% -$23.8K ﹤0.01% 869
2026
Q2 		$26.3K Hold
593
– – ﹤0.01% 279
2026
Q1 		$23.2K Buy
593
+559
+1,644% +$22.4K ﹤0.01% 262
2025
Q4 		$1.29K Buy
+34
New +$1.28K ﹤0.01% 465

Other funds holding NBHC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cedar Mountain Advisors's NBHC Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its National Bank Holdings (NBHC) stake by 94% in Q3 2026, selling an estimated $23.8K and leaving 34 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Cedar Mountain Advisors first reported a position in NBHC in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.3K in Q2 2026. 17 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

  • Cedar Mountain Advisors held 34 shares of National Bank Holdings worth $1.33K as of Q3 2026.
  • Cedar Mountain Advisors sold 559 National Bank Holdings shares in Q3 2026, an estimated $23.8K.
  • National Bank Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #869 holding.
  • Cedar Mountain Advisors first reported a position in National Bank Holdings in Q4 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's National Bank Holdings position peaked at $26.3K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.