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Global Retirement Partners’s National Bank Holdings NBHC Stock Holding History

Global Retirement 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 		$76.6K Buy
+1,723
New +$72.8K ﹤0.01% 2247
2025
Q4 		$65.5K Buy
+1,724
New +$65K ﹤0.01% 2187
2023
Q1 		– Sell
-46
Closed -$1.94K – 3293
2022
Q4 		$1.94K Buy
46
+22
+92% +$950 ﹤0.01% 2375
2022
Q3 		$1K Hold
24
– – ﹤0.01% 2519
2022
Q2 		$1K Hold
24
– – ﹤0.01% 2488
2022
Q1 		$1K Buy
+24
New +$1.07K ﹤0.01% 2455

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

Global Retirement Partners's NBHC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in National Bank Holdings (NBHC) in Q2 2026: 1,723 shares worth $76.6K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NBHC as recently as Q4 2025.

Global Retirement Partners first reported a position in NBHC in Q1 2022 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Global Retirement Partners held 1,723 shares of National Bank Holdings worth $76.6K as of Q2 2026.
  • National Bank Holdings was a new Global Retirement Partners position in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2247 holding.
  • Global Retirement Partners first reported a position in National Bank Holdings in Q1 2022 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.