LFG
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Larson Financial Group’s National Bank Holdings NBHC Stock Holding History

Larson 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 		$431 Hold
11
– – ﹤0.01% 3340
2025
Q4 		$418 Buy
+11
New +$414 ﹤0.01% 3158
2025
Q3 		– Sell
-4
Closed -$150 – 3575
2025
Q2 		$150 Sell
4
-2
-33% -$73 ﹤0.01% 3109
2025
Q1 		$230 Hold
6
– – ﹤0.01% 2763
2024
Q4 		$258 Hold
6
– – ﹤0.01% 2372
2024
Q3 		$253 Hold
6
– – ﹤0.01% 2295
2024
Q2 		$234 Buy
+6
New +$213 ﹤0.01% 2026

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State Street
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Dimensional Fund Advisors
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VCM
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Charles Schwab
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WHG
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return