EWA
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EverSource Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

EverSource Wealth Advisors’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
Q1 		$33.8K Buy
862
+98
+13% +$3.93K ﹤0.01% 2175
2025
Q4 		$29K Buy
764
+235
+44% +$8.85K ﹤0.01% 2138
2025
Q3 		$20.4K Buy
529
+69
+15% +$2.67K ﹤0.01% 2335
2025
Q2 		$17.3K Buy
460
+376
+448% +$13.7K ﹤0.01% 2413
2025
Q1 		$3.21K Buy
84
+54
+180% +$2.25K ﹤0.01% 2705
2024
Q4 		$1.29K Buy
+30
New +$1.36K ﹤0.01% 2884

Other funds holding NBHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return