Creative Planning
NBBK icon

Creative Planning’s NB Bancorp NBBK Stock Holding History

Creative Planning’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 		$1.42M Sell
67,320
-3,586
-5% -$73.8K ﹤0.01% 2360
2026
Q1 		$1.49M Buy
70,906
+18,411
+35% +$387K ﹤0.01% 2139
2025
Q4 		$1.04M Buy
52,495
+23,825
+83% +$453K ﹤0.01% 2247
2025
Q3 		$506K Buy
28,670
+9,562
+50% +$175K ﹤0.01% 2708
2025
Q2 		$341K Sell
19,108
-9,982
-34% -$169K ﹤0.01% 2782
2025
Q1 		$526K Buy
29,090
+4,912
+20% +$91.3K ﹤0.01% 2237
2024
Q4 		$437K Buy
+24,178
New +$464K ﹤0.01% 2353

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Creative Planning's NBBK Position: Q2 2026 in Review

Creative Planning reduced its NB Bancorp (NBBK) stake by 5.1% in Q2 2026, selling an estimated $73.8K and leaving 67,320 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Creative Planning first reported a position in NBBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2026. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Creative Planning held 67,320 shares of NB Bancorp worth $1.42M as of Q2 2026.
  • Creative Planning sold 3,586 NB Bancorp shares in Q2 2026, an estimated $73.8K.
  • NB Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2360 holding.
  • Creative Planning first reported a position in NB Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's NB Bancorp position peaked at $1.49M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.