Corient Private Wealth’s National Bank Holdings NBHC Stock Holding History

Corient Private Wealth’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	$470K	Buy	+10,573	New	+$447K	﹤0.01%	2264

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Corient Private Wealth's NBHC Position: Q2 2026 in Review

Corient Private Wealth opened a new position in National Bank Holdings (NBHC) in Q2 2026: 10,573 shares worth $470K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings.

224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Corient Private Wealth held 10,573 shares of National Bank Holdings worth $470K as of Q2 2026.
National Bank Holdings was a new Corient Private Wealth position in Q2 2026.
National Bank Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2264 holding.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.