IAG
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Investment Advisory Group’s NB Bancorp NBBK Stock Holding History

Investment Advisory Group’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
Q1 		$421K Hold
20,000
– – 0.11% 120
2025
Q4 		$396K Hold
20,000
– – 0.1% 125
2025
Q3 		$353K Hold
20,000
– – 0.1% 129
2025
Q2 		$357K Hold
20,000
– – 0.11% 120
2025
Q1 		$361K Buy
+20,000
New +$372K 0.12% 114

Other funds holding NBBK

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PP
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VCM
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AC
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return