IFP Advisors’s National Bank Holdings NBHC Stock Holding History

IFP Advisors’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 Q3	$19.9K	Hold	507	–	–	﹤0.01%	2968
2026 Q2	$22.5K	Sell	507 -80	-14%	-$3.38K	﹤0.01%	2901
2026 Q1	$23K	Buy	587 +4	+0.7%	+$160	﹤0.01%	2700
2025 Q4	$22.2K	Buy	583 +542	+1,322%	+$20.4K	﹤0.01%	2680
2025 Q3	$1.58K	Buy	+41	New	+$1.59K	﹤0.01%	3784
2025 Q2	–	Sell	-4	Closed	-$146	–	3229
2025 Q1	$153	Hold	4	–	–	﹤0.01%	3742
2024 Q4	$172	Buy	+4	New	+$181	﹤0.01%	3817

Other funds holding NBHC

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ICM

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors's NBHC Position: Q3 2026 in Review

IFP Advisors held its National Bank Holdings (NBHC) position steady in Q3 2026 at 507 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

IFP Advisors first reported a position in NBHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q1 2026. 19 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

IFP Advisors held 507 shares of National Bank Holdings worth $19.9K as of Q3 2026.
IFP Advisors left its National Bank Holdings share count unchanged in Q3 2026.
National Bank Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2968 holding.
IFP Advisors first reported a position in National Bank Holdings in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's National Bank Holdings position peaked at $23K in Q1 2026.
19 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

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