Cresset Asset Management’s National Bank Holdings NBHC Stock Holding History

Cresset Asset Management’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	$642K	Buy	+14,444	New	+$610K	﹤0.01%	1072

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

Cresset Asset Management's NBHC Position: Q2 2026 in Review

Cresset Asset Management opened a new position in National Bank Holdings (NBHC) in Q2 2026: 14,444 shares worth $642K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

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

Cresset Asset Management held 14,444 shares of National Bank Holdings worth $642K as of Q2 2026.
National Bank Holdings was a new Cresset Asset Management position in Q2 2026.
National Bank Holdings made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1072 holding.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.