Focus Partners Wealth
NBBK icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M 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 $761B 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