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
Q2 		$691K Sell
15,552
-672
-4% -$28.4K ﹤0.01% 2228
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

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Cerity Partners's NBHC Position: Q2 2026 in Review

Cerity Partners reduced its National Bank Holdings (NBHC) stake by 4.1% in Q2 2026, selling an estimated $28.4K and leaving 15,552 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Cerity Partners first reported a position in NBHC in Q1 2023 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Cerity Partners held 15,552 shares of National Bank Holdings worth $691K as of Q2 2026.
  • Cerity Partners sold 672 National Bank Holdings shares in Q2 2026, an estimated $28.4K.
  • National Bank Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2228 holding.
  • Cerity Partners first reported a position in National Bank Holdings in Q1 2023 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.