GAMMA Investing’s National Bank Holdings NBHC Stock Holding History

GAMMA Investing’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	$51K	Buy	1,147 +99	+9%	+$4.18K	﹤0.01%	2283
2026 Q1	$41K	Buy	1,048 +184	+21%	+$7.38K	﹤0.01%	2309
2025 Q4	$32.8K	Buy	864 +15	+2%	+$565	﹤0.01%	2327
2025 Q3	$32.8K	Buy	849 +176	+26%	+$6.82K	﹤0.01%	2256
2025 Q2	$25.3K	Buy	673 +143	+27%	+$5.21K	﹤0.01%	2341
2025 Q1	$20.3K	Buy	530 +94	+22%	+$3.91K	﹤0.01%	2370
2024 Q4	$18.8K	Buy	436 +47	+12%	+$2.13K	﹤0.01%	2292
2024 Q3	$16.4K	Buy	389 +44	+13%	+$1.83K	﹤0.01%	2221
2024 Q2	$13.5K	Buy	345 +185	+116%	+$6.56K	﹤0.01%	2078
2024 Q1	$5.77K	Buy	160 +117	+272%	+$4.06K	﹤0.01%	2349
2023 Q4	$1.5K	Buy	+43	New	+$1.42K	﹤0.01%	2671

Other funds holding NBHC

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return