Envestnet Portfolio Solutions
NBHC icon

Envestnet Portfolio Solutions’s National Bank Holdings NBHC Stock Holding History

Envestnet Portfolio Solutions’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 		$393K Sell
8,844
-190
-2% -$8.03K ﹤0.01% 1075
2026
Q1 		$354K Sell
9,034
-353
-4% -$14.2K ﹤0.01% 1041
2025
Q4 		$357K Sell
9,387
-214
-2% -$8.06K ﹤0.01% 1196
2025
Q3 		$371K Sell
9,601
-987
-9% -$38.3K ﹤0.01% 1155
2025
Q2 		$398K Buy
+10,588
New +$386K ﹤0.01% 1206

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
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

Envestnet Portfolio Solutions's NBHC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its National Bank Holdings (NBHC) stake by 2.1% in Q2 2026, selling an estimated $8.03K and leaving 8,844 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Envestnet Portfolio Solutions first reported a position in NBHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2025. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,844 shares of National Bank Holdings worth $393K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 190 National Bank Holdings shares in Q2 2026, an estimated $8.03K.
  • National Bank Holdings made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1075 holding.
  • Envestnet Portfolio Solutions first reported a position in National Bank Holdings in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's National Bank Holdings position peaked at $398K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.