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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
Q3 		$16.3K Buy
416
+9
+2% +$383 0.01% 986
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essential Partners's NBHC Position: Q3 2026 in Review

Essential Partners increased its National Bank Holdings (NBHC) stake by 2.2% in Q3 2026, buying an estimated $383 and bringing the position to 416 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #986.

Essential Partners first reported a position in NBHC in Q2 2025 and has held it in 6 quarters since. The position peaked at $22.2K in Q1 2026. 17 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

  • Essential Partners held 416 shares of National Bank Holdings worth $16.3K as of Q3 2026.
  • Essential Partners bought 9 National Bank Holdings shares in Q3 2026, an estimated $383.
  • National Bank Holdings made up 0.01% of Essential Partners's portfolio in Q3 2026, its #986 holding.
  • Essential Partners first reported a position in National Bank Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's National Bank Holdings position peaked at $22.2K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.