Flagship Wealth Advisors’s NB Bancorp NBBK Stock Holding History

Flagship Wealth 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 Q3	$760K	Buy	+34,350	New	+$765K	0.16%	73

Other funds holding NBBK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Flagship Wealth Advisors's NBBK Position: Q3 2026 in Review

Flagship Wealth Advisors opened a new position in NB Bancorp (NBBK) in Q3 2026: 34,350 shares worth $760K. The stake represents 0.16% of the portfolio and ranks #73 among its holdings.

49 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

Flagship Wealth Advisors held 34,350 shares of NB Bancorp worth $760K as of Q3 2026.
NB Bancorp was a new Flagship Wealth Advisors position in Q3 2026.
NB Bancorp made up 0.16% of Flagship Wealth Advisors's portfolio in Q3 2026, its #73 holding.
49 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.