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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's NBHC Position: Q1 2026 in Review

Creative Planning reduced its National Bank Holdings (NBHC) stake by 4.7% in Q1 2026, selling an estimated $20.5K and leaving 10,325 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #3185.

Creative Planning first reported a position in NBHC in Q4 2016 and has held it in 6 quarters since. The position peaked at $412K in Q4 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

Creative Planning held 10,325 shares of National Bank Holdings worth $404K as of Q1 2026.
Creative Planning sold 511 National Bank Holdings shares in Q1 2026, an estimated $20.5K.
National Bank Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3185 holding.
Creative Planning first reported a position in National Bank Holdings in Q4 2016 and has held it in 6 quarters since.
Creative Planning's National Bank Holdings position peaked at $412K in Q4 2025.
216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.