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Larson Financial Group’s NB Bancorp NBBK Stock Holding History

Larson Financial 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 		$80.4K Sell
3,803
-138
-4% -$2.84K ﹤0.01% 1296
2026
Q1 		$83K Buy
3,941
+312
+9% +$6.56K ﹤0.01% 1086
2025
Q4 		$71.9K Buy
3,629
+3,093
+577% +$58.8K ﹤0.01% 1063
2025
Q3 		$9.46K Buy
536
+535
+53,500% +$9.81K ﹤0.01% 2044
2025
Q2 		$18 Sell
1
-11
-92% -$186 ﹤0.01% 3256
2025
Q1 		$217 Buy
+12
New +$223 ﹤0.01% 2780
2024
Q4 		– Sell
-601
Closed -$11.2K – 2853
2024
Q3 		$11.2K Buy
+601
New +$10.6K ﹤0.01% 1439

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Larson Financial Group's NBBK Position: Q2 2026 in Review

Larson Financial Group reduced its NB Bancorp (NBBK) stake by 3.5% in Q2 2026, selling an estimated $2.84K and leaving 3,803 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Larson Financial Group first reported a position in NBBK in Q3 2024 and has held it in 7 quarters since. The position peaked at $83K in Q1 2026. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Larson Financial Group held 3,803 shares of NB Bancorp worth $80.4K as of Q2 2026.
  • Larson Financial Group sold 138 NB Bancorp shares in Q2 2026, an estimated $2.84K.
  • NB Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1296 holding.
  • Larson Financial Group first reported a position in NB Bancorp in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's NB Bancorp position peaked at $83K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

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