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 Q2	$423K	Hold	20,000	–	–	0.09%	132
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Investment Advisory Group's NBBK Position: Q2 2026 in Review

Investment Advisory Group held its NB Bancorp (NBBK) position steady in Q2 2026 at 20,000 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #132.

Investment Advisory Group first reported a position in NBBK in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

Investment Advisory Group held 20,000 shares of NB Bancorp worth $423K as of Q2 2026.
Investment Advisory Group left its NB Bancorp share count unchanged in Q2 2026.
NB Bancorp made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #132 holding.
Investment Advisory Group first reported a position in NB Bancorp in Q1 2025 and has held it in 6 quarters since.
161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.