Integrated Wealth Concepts’s National Bank Holdings NBHC Stock Holding History

Integrated Wealth Concepts’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	$89.6K	Buy	+2,016	New	+$85.2K	﹤0.01%	2902

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Integrated Wealth Concepts's NBHC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in National Bank Holdings (NBHC) in Q2 2026: 2,016 shares worth $89.6K. The stake represents ﹤0.01% of the portfolio and ranks #2902 among its holdings.

224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Integrated Wealth Concepts held 2,016 shares of National Bank Holdings worth $89.6K as of Q2 2026.
National Bank Holdings was a new Integrated Wealth Concepts position in Q2 2026.
National Bank Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2902 holding.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.