EWA
NBBK icon

EverSource Wealth Advisors’s NB Bancorp NBBK Stock Holding History

EverSource Wealth Advisors’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 		$28.5K Buy
1,348
+33
+3% +$679 ﹤0.01% 2183
2026
Q1 		$27.7K Buy
1,315
+29
+2% +$610 ﹤0.01% 2286
2025
Q4 		$25.5K Buy
1,286
+553
+75% +$10.5K ﹤0.01% 2224
2025
Q3 		$12.9K Buy
733
+2
+0.3% +$37 ﹤0.01% 2675
2025
Q2 		$13.1K Buy
+731
New +$12.3K ﹤0.01% 2626

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

EverSource Wealth Advisors's NBBK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NB Bancorp (NBBK) stake by 2.5% in Q2 2026, buying an estimated $679 and bringing the position to 1,348 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

EverSource Wealth Advisors first reported a position in NBBK in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • EverSource Wealth Advisors held 1,348 shares of NB Bancorp worth $28.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 33 NB Bancorp shares in Q2 2026, an estimated $679.
  • NB Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2183 holding.
  • EverSource Wealth Advisors first reported a position in NB Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.