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Diversified Trust’s NB Bancorp NBBK Stock Holding History

Diversified Trust’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 		– Sell
-13,194
Closed -$278K – 1174
2026
Q1 		$278K Buy
13,194
+910
+7% +$19.1K 0.01% 870
2025
Q4 		$243K Buy
+12,284
New +$234K ﹤0.01% 898

Other funds holding NBBK

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Diversified Trust's NBBK Position: Q2 2026 in Review

Diversified Trust sold out of NB Bancorp (NBBK) in Q2 2026, closing a stake of 13,194 shares — an estimated $278K sold.

Diversified Trust first reported a position in NBBK in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q1 2026. 17 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Diversified Trust reported no remaining NB Bancorp position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 13,194 NB Bancorp shares in Q2 2026, an estimated $278K.
  • Diversified Trust first reported a position in NB Bancorp in Q4 2025 and held it in 2 quarters.
  • Diversified Trust's NB Bancorp position peaked at $278K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.