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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
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

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

IFP Advisors's NBHC Position: Q2 2026 in Review

IFP Advisors reduced its National Bank Holdings (NBHC) stake by 14% in Q2 2026, selling an estimated $3.38K and leaving 507 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

IFP Advisors first reported a position in NBHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q1 2026. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • IFP Advisors held 507 shares of National Bank Holdings worth $22.5K as of Q2 2026.
  • IFP Advisors sold 80 National Bank Holdings shares in Q2 2026, an estimated $3.38K.
  • National Bank Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2901 holding.
  • IFP Advisors first reported a position in National Bank Holdings in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's National Bank Holdings position peaked at $23K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.