Financial Engines Advisors
NBBK icon

Financial Engines Advisors’s NB Bancorp NBBK Stock Holding History

Financial Engines 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 		$2.65M Buy
125,723
+8,016
+7% +$169K 0.01% 194
2025
Q4 		$2.33M Sell
117,707
-11,581
-9% -$220K ﹤0.01% 221
2025
Q3 		$2.28M Buy
129,288
+10,989
+9% +$202K ﹤0.01% 218
2025
Q2 		$2.11M Buy
+118,299
New +$2M ﹤0.01% 213

Other funds holding NBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
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

Financial Engines Advisors's NBBK Position: Q1 2026 in Review

Financial Engines Advisors increased its NB Bancorp (NBBK) stake by 6.8% in Q1 2026, buying an estimated $169K and bringing the position to 125,723 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #194.

Financial Engines Advisors first reported a position in NBBK in Q2 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold NBBK as of Q1 2026.

  • Financial Engines Advisors held 125,723 shares of NB Bancorp worth $2.65M as of Q1 2026.
  • Financial Engines Advisors bought 8,016 NB Bancorp shares in Q1 2026, an estimated $169K.
  • NB Bancorp made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #194 holding.
  • Financial Engines Advisors first reported a position in NB Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held NB Bancorp as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.