JFS Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

JFS Wealth Advisors’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	$445	Buy	+10	New	+$422	﹤0.01%	1975

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

JFS Wealth Advisors's NBHC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in National Bank Holdings (NBHC) in Q2 2026: 10 shares worth $445. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

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

JFS Wealth Advisors held 10 shares of National Bank Holdings worth $445 as of Q2 2026.
National Bank Holdings was a new JFS Wealth Advisors position in Q2 2026.
National Bank Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1975 holding.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.