First Citizens Bank & Trust’s National Bank Holdings NBHC Stock Holding History

First Citizens Bank & Trust’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	$411K	Sell	9,240 -188	-2%	-$7.94K	0.01%	505
2026 Q1	$369K	Sell	9,428 -329	-3%	-$13.2K	0.01%	509
2025 Q4	$371K	Sell	9,757 -227	-2%	-$8.55K	0.01%	502
2025 Q3	$386K	Sell	9,984 -987	-9%	-$38.3K	0.01%	491
2025 Q2	$413K	Buy	+10,971	New	+$400K	0.01%	480
2021 Q4	–	Sell	-4,956	Closed	-$200K	–	438
2021 Q3	$200K	Buy	+4,956	New	+$181K	0.01%	405
2020 Q3	–	Sell	-7,446	Closed	-$201K	–	404
2020 Q2	$201K	Buy	+7,446	New	+$190K	0.02%	362

Other funds holding NBHC

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return