Cerity Partners
NBHC icon

Cerity Partners’s National Bank Holdings NBHC Stock Holding History

Cerity Partners’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
Q1 		$635K Buy
16,224
+3,069
+23% +$123K ﹤0.01% 2139
2025
Q4 		$500K Buy
+13,155
New +$496K ﹤0.01% 2112
2023
Q2 		– Sell
-104
Closed -$634K – 1849
2023
Q1 		$634K Buy
+104
New +$4.15K ﹤0.01% 1178

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cerity Partners's NBHC Position: Q1 2026 in Review

Cerity Partners increased its National Bank Holdings (NBHC) stake by 23% in Q1 2026, buying an estimated $123K and bringing the position to 16,224 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Cerity Partners first reported a position in NBHC in Q1 2023 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Cerity Partners held 16,224 shares of National Bank Holdings worth $635K as of Q1 2026.
  • Cerity Partners bought 3,069 National Bank Holdings shares in Q1 2026, an estimated $123K.
  • National Bank Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2139 holding.
  • Cerity Partners first reported a position in National Bank Holdings in Q1 2023 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.