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Gilpin Wealth Management’s National Bank Holdings NBHC Stock Holding History

Gilpin Wealth 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
2026
Q2 		$489 Hold
11
– – ﹤0.01% 683
2026
Q1 		$431 Buy
11
+9
+450% +$361 ﹤0.01% 665
2025
Q4 		$77 Buy
+2
New +$75 ﹤0.01% 879

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Gilpin Wealth Management's NBHC Position: Q2 2026 in Review

Gilpin Wealth Management held its National Bank Holdings (NBHC) position steady in Q2 2026 at 11 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Gilpin Wealth Management first reported a position in NBHC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Gilpin Wealth Management held 11 shares of National Bank Holdings worth $489 as of Q2 2026.
  • Gilpin Wealth Management left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #683 holding.
  • Gilpin Wealth Management first reported a position in National Bank Holdings in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.