JFG
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Jefferies Financial Group’s National Bank Holdings NBHC Stock Holding History

Jefferies Financial Group’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
Q1 		$1.45M Buy
37,097
+12,097
+48% +$485K 0.01% 774
2025
Q4 		$950K Buy
+25,000
New +$942K ﹤0.01% 1109

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Financial Group's NBHC Position: Q1 2026 in Review

Jefferies Financial Group increased its National Bank Holdings (NBHC) stake by 48% in Q1 2026, buying an estimated $485K and bringing the position to 37,097 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #774.

Jefferies Financial Group first reported a position in NBHC in Q4 2025 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Jefferies Financial Group held 37,097 shares of National Bank Holdings worth $1.45M as of Q1 2026.
  • Jefferies Financial Group bought 12,097 National Bank Holdings shares in Q1 2026, an estimated $485K.
  • National Bank Holdings made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #774 holding.
  • Jefferies Financial Group first reported a position in National Bank Holdings in Q4 2025 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.