IFP Advisors
NBBK icon

IFP Advisors’s NB Bancorp NBBK Stock Holding History

IFP Advisors’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.09K Hold
185
– – ﹤0.01% 3915
2026
Q2 		$3.91K Buy
185
+13
+8% +$268 ﹤0.01% 3922
2026
Q1 		$3.62K Hold
172
– – ﹤0.01% 3711
2025
Q4 		$3.41K Buy
172
+117
+213% +$2.23K ﹤0.01% 3612
2025
Q3 		$971 Buy
+55
New +$1.01K ﹤0.01% 3972
2025
Q2 		– Hold
0
– – – 4404
2025
Q1 		– Hold
0
– – – 3757
2024
Q4 		– Hold
0
– – – 3891

Other funds holding NBBK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

IFP Advisors's NBBK Position: Q3 2026 in Review

IFP Advisors held its NB Bancorp (NBBK) position steady in Q3 2026 at 185 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

IFP Advisors first reported a position in NBBK in Q3 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

  • IFP Advisors held 185 shares of NB Bancorp worth $4.09K as of Q3 2026.
  • IFP Advisors left its NB Bancorp share count unchanged in Q3 2026.
  • NB Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3915 holding.
  • IFP Advisors first reported a position in NB Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.