Jeff Yass’s National Bank Holdings NBHC Stock Holding History

Jeff Yass’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
2024 Q4	–	Sell	-31,500	Closed	-$1.33M	–	12863
2024 Q3	$1.33M	Sell	31,500 -400	-1%	-$16.6K	﹤0.01%	6185
2024 Q2	$1.25M	Buy	+31,900	New	+$1.13M	﹤0.01%	6062
2023 Q3	–	Sell	-40,000	Closed	-$1.16M	–	12619
2023 Q2	$1.16M	Hold	40,000	–	–	﹤0.01%	6337
2023 Q1	$1.34M	Buy	+40,000	New	+$1.6M	﹤0.01%	6084
2021 Q1	–	Sell	-30,000	Closed	-$983K	–	12629
2020 Q4	$983K	Buy	+30,000	New	+$952K	﹤0.01%	6774
2020 Q1	–	Sell	-57,900	Closed	-$2.04M	–	10663
2019 Q4	$2.04M	Sell	57,900 -10,000	-15%	-$353K	﹤0.01%	4296
2019 Q3	$2.32M	Buy	67,900 +58,600	+630%	+$2.04M	﹤0.01%	3912
2019 Q2	$338K	Sell	9,300 -26,200	-74%	-$948K	﹤0.01%	8087
2019 Q1	$1.18M	Buy	+35,500	New	+$1.19M	﹤0.01%	4707

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

Jeff Yass's NBHC Position: Q2 2026 in Review

Jeff Yass increased its National Bank Holdings (NBHC) stake by 3.1% in Q2 2026, buying an estimated $46.1K and bringing the position to 35,774 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #7021.

Jeff Yass first reported a position in NBHC in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.3M in Q2 2025. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Jeff Yass held 35,774 shares of National Bank Holdings worth $1.59M as of Q2 2026.
Jeff Yass bought 1,092 National Bank Holdings shares in Q2 2026, an estimated $46.1K.
National Bank Holdings made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7021 holding.
Jeff Yass first reported a position in National Bank Holdings in Q2 2013 and has held it in 31 quarters since.
Jeff Yass's National Bank Holdings position peaked at $2.3M in Q2 2025.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.