Farther Finance Advisors’s NB Bancorp NBBK Stock Holding History

Farther Finance 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 Q1	$255K	Buy	12,018 +16	+0.1%	+$336	﹤0.01%	1844
2025 Q4	$238K	Buy	12,002 +2	+0%	+$38	﹤0.01%	1809
2025 Q3	$212K	Hold	12,000	–	–	﹤0.01%	1576
2025 Q2	$214K	Hold	12,000	–	–	﹤0.01%	1356
2025 Q1	$216K	Hold	12,000	–	–	0.01%	1196
2024 Q4	$217K	Hold	12,000	–	–	0.01%	954
2024 Q3	$223K	Hold	12,000	–	–	0.01%	951
2024 Q2	$182K	Hold	12,000	–	–	0.01%	874
2024 Q1	$163K	Buy	12,000 +2,000	+20%	+$27.9K	0.01%	757
2023 Q4	$135K	Buy	+10,000	New	+$136K	0.01%	691

Other funds holding NBBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return