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Freestone Grove Partners’s National Bank Holdings NBHC Stock Holding History

Freestone Grove Partners’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 		$514K Sell
11,561
-432
-4% -$18.2K ﹤0.01% 661
2026
Q1 		$470K Buy
+11,993
New +$481K ﹤0.01% 607

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Freestone Grove Partners's NBHC Position: Q2 2026 in Review

Freestone Grove Partners reduced its National Bank Holdings (NBHC) stake by 3.6% in Q2 2026, selling an estimated $18.2K and leaving 11,561 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Freestone Grove Partners first reported a position in NBHC in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Freestone Grove Partners held 11,561 shares of National Bank Holdings worth $514K as of Q2 2026.
  • Freestone Grove Partners sold 432 National Bank Holdings shares in Q2 2026, an estimated $18.2K.
  • National Bank Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #661 holding.
  • Freestone Grove Partners first reported a position in National Bank Holdings in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.