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Essential Partners’s National Bank Holdings NBHC Stock Holding History

Essential Partners’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 		$18.1K Sell
407
-159
-28% -$6.72K 0.01% 946
2026
Q1 		$22.2K Buy
566
+2
+0.4% +$80 0.01% 887
2025
Q4 		$21.4K Buy
564
+191
+51% +$7.2K 0.01% 878
2025
Q3 		$14.4K Buy
373
+369
+9,225% +$14.3K ﹤0.01% 1022
2025
Q2 		$150 Buy
+4
New +$146 ﹤0.01% 2009

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

Essential Partners's NBHC Position: Q2 2026 in Review

Essential Partners reduced its National Bank Holdings (NBHC) stake by 28% in Q2 2026, selling an estimated $6.72K and leaving 407 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #946.

Essential Partners first reported a position in NBHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.2K in Q1 2026. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Essential Partners held 407 shares of National Bank Holdings worth $18.1K as of Q2 2026.
  • Essential Partners sold 159 National Bank Holdings shares in Q2 2026, an estimated $6.72K.
  • National Bank Holdings made up 0.01% of Essential Partners's portfolio in Q2 2026, its #946 holding.
  • Essential Partners first reported a position in National Bank Holdings in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's National Bank Holdings position peaked at $22.2K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.