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Flywheel Private Wealth’s NB Bancorp NBBK Stock Holding History

Flywheel Private Wealth’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
Q2 		$317K Hold
15,000
– – 0.16% 72
2026
Q1 		$316K Buy
+15,000
New +$315K 0.18% 71

Other funds holding NBBK

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Flywheel Private Wealth's NBBK Position: Q2 2026 in Review

Flywheel Private Wealth held its NB Bancorp (NBBK) position steady in Q2 2026 at 15,000 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #72.

Flywheel Private Wealth first reported a position in NBBK in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Flywheel Private Wealth held 15,000 shares of NB Bancorp worth $317K as of Q2 2026.
  • Flywheel Private Wealth left its NB Bancorp share count unchanged in Q2 2026.
  • NB Bancorp made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #72 holding.
  • Flywheel Private Wealth first reported a position in NB Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.