Focus Partners Wealth’s NB Bancorp NBBK Stock Holding History

Focus Partners 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	$1.39M	Sell	65,728 -27,081	-29%	-$557K	﹤0.01%	1505
2026 Q1	$1.96M	Buy	92,809 +1,443	+2%	+$30.3K	﹤0.01%	1323
2025 Q4	$1.81M	Buy	91,366 +5,954	+7%	+$113K	﹤0.01%	1373
2025 Q3	$1.51M	Buy	85,412 +59	+0.1%	+$1.08K	﹤0.01%	1122
2025 Q2	$1.52M	Buy	85,353 +33	+0%	+$557	﹤0.01%	985
2025 Q1	$1.54M	Sell	85,320 -3,680	-4%	-$68.4K	﹤0.01%	920
2024 Q4	$1.61M	Buy	+89,000	New	+$1.71M	﹤0.01%	899
2024 Q3	–	Sell	-82,000	Closed	-$1.36M	–	1672
2024 Q2	$1.36M	Hold	82,000	–	–	﹤0.01%	725
2024 Q1	$1.2M	Buy	+82,000	New	+$1.15M	0.01%	577

Other funds holding NBBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Focus Partners Wealth's NBBK Position: Q2 2026 in Review

Focus Partners Wealth reduced its NB Bancorp (NBBK) stake by 29% in Q2 2026, selling an estimated $557K and leaving 65,728 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Focus Partners Wealth first reported a position in NBBK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2026. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

Focus Partners Wealth held 65,728 shares of NB Bancorp worth $1.39M as of Q2 2026.
Focus Partners Wealth sold 27,081 NB Bancorp shares in Q2 2026, an estimated $557K.
NB Bancorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1505 holding.
Focus Partners Wealth first reported a position in NB Bancorp in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's NB Bancorp position peaked at $1.96M in Q1 2026.
161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.