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GeoWealth Management’s National Bank Holdings NBHC Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-38
Closed -$1.64K – 1537
2024
Q4 		$1.64K Buy
+38
New +$1.72K ﹤0.01% 1664

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's NBHC Position: Q1 2025 in Review

GeoWealth Management sold out of National Bank Holdings (NBHC) in Q1 2025, closing a stake of 38 shares — an estimated $1.64K sold.

GeoWealth Management first reported a position in NBHC in Q4 2024 and held it in 1 quarter. The position peaked at $1.64K in Q4 2024. 179 funds tracked by Wall St. Rank hold NBHC as of Q1 2025.

  • GeoWealth Management reported no remaining National Bank Holdings position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 38 National Bank Holdings shares in Q1 2025, an estimated $1.64K.
  • GeoWealth Management first reported a position in National Bank Holdings in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's National Bank Holdings position peaked at $1.64K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.