Clearstead Advisors’s National Bank Holdings NBHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25K Buy
+28
New +$1.18K ﹤0.01% 2633
2026
Q1
Sell
-12
Closed -$457 2642
2025
Q4
$457 Sell
12
-206
-94% -$7.76K ﹤0.01% 2319
2025
Q3
$8.42K Buy
218
+27
+14% +$1.05K ﹤0.01% 1977
2025
Q2
$7.18K Buy
+191
New +$6.96K ﹤0.01% 2001

Other funds holding NBHC

Clearstead Advisors's NBHC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in National Bank Holdings (NBHC) in Q2 2026: 28 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2633 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NBHC as recently as Q4 2025.

Clearstead Advisors first reported a position in NBHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.42K in Q3 2025. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Clearstead Advisors held 28 shares of National Bank Holdings worth $1.25K as of Q2 2026.
  • National Bank Holdings was a new Clearstead Advisors position in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2633 holding.
  • Clearstead Advisors first reported a position in National Bank Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's National Bank Holdings position peaked at $8.42K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

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