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
Q2 		$32.9K Sell
741
-121
-14% -$5.11K ﹤0.01% 2069
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 $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

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

EverSource Wealth Advisors reduced its National Bank Holdings (NBHC) stake by 14% in Q2 2026, selling an estimated $5.11K and leaving 741 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

EverSource Wealth Advisors first reported a position in NBHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.8K in Q1 2026. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • EverSource Wealth Advisors held 741 shares of National Bank Holdings worth $32.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 121 National Bank Holdings shares in Q2 2026, an estimated $5.11K.
  • National Bank Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2069 holding.
  • EverSource Wealth Advisors first reported a position in National Bank Holdings in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's National Bank Holdings position peaked at $33.8K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

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