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Clearstead Advisors’s NB Bancorp NBBK Stock Holding History

Clearstead Advisors’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22 Buy
+1
New +$21 ﹤0.01% 3575

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Clearstead Advisors's NBBK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NB Bancorp (NBBK) in Q2 2026: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #3575 among its holdings.

63 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Clearstead Advisors held 1 share of NB Bancorp worth $22 as of Q2 2026.
  • NB Bancorp was a new Clearstead Advisors position in Q2 2026.
  • NB Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3575 holding.
  • 63 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.