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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
Q2 		$489 Hold
11
– – ﹤0.01% 3491
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

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
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

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

Larson Financial Group held its National Bank Holdings (NBHC) position steady in Q2 2026 at 11 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

Larson Financial Group first reported a position in NBHC in Q2 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Larson Financial Group held 11 shares of National Bank Holdings worth $489 as of Q2 2026.
  • Larson Financial Group left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3491 holding.
  • Larson Financial Group first reported a position in National Bank Holdings in Q2 2024 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

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