Creative Planning’s National Bank Holdings NBHC Stock Holding History

Creative Planning’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	$2.06M	Buy	46,273 +35,948	+348%	+$1.52M	﹤0.01%	2064
2026 Q1	$404K	Sell	10,325 -511	-5%	-$20.5K	﹤0.01%	3185
2025 Q4	$412K	Buy	10,836 +5,086	+88%	+$192K	﹤0.01%	3006
2025 Q3	$222K	Buy	+5,750	New	+$223K	﹤0.01%	3383
2017 Q3	–	Sell	-377	Closed	-$12K	–	3047
2017 Q2	$12K	Buy	377 +1	+0.3%	+$32	﹤0.01%	3520
2017 Q1	$12K	Sell	376 -6	-2%	-$193	﹤0.01%	3479
2016 Q4	$12K	Buy	+382	New	+$10.2K	﹤0.01%	3426

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

Creative Planning's NBHC Position: Q2 2026 in Review

Creative Planning increased its National Bank Holdings (NBHC) stake by 348% in Q2 2026, buying an estimated $1.52M and bringing the position to 46,273 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Creative Planning first reported a position in NBHC in Q4 2016 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Creative Planning held 46,273 shares of National Bank Holdings worth $2.06M as of Q2 2026.
Creative Planning bought 35,948 National Bank Holdings shares in Q2 2026, an estimated $1.52M.
National Bank Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2064 holding.
Creative Planning first reported a position in National Bank Holdings in Q4 2016 and has held it in 7 quarters since.
225 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

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