Clearstead Advisors’s Northpointe Bancshares NPB Stock Holding History

Clearstead Advisors’s Portfolio NPB Stock Details NPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59	Buy	+4	New	+$69	﹤0.01%	3338

Other funds holding NPB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Clearstead Advisors's NPB Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Northpointe Bancshares (NPB) in Q3 2026: 4 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #3338 among its holdings.

46 funds tracked by Wall St. Rank hold NPB as of Q3 2026.

Clearstead Advisors held 4 shares of Northpointe Bancshares worth $59 as of Q3 2026.
Northpointe Bancshares was a new Clearstead Advisors position in Q3 2026.
Northpointe Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3338 holding.
46 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.