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Leeward Investments’s National Bank Holdings NBHC Stock Holding History

Leeward Investments’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 		$20.4M Sell
519,920
-14,291
-3% -$573K 1% 29
2025
Q4 		$20.3M Buy
534,211
+92,489
+21% +$3.48M 1.03% 28
2025
Q3 		$17.1M Sell
441,722
-10,004
-2% -$388K 0.87% 37
2025
Q2 		$17M Buy
451,726
+61,287
+16% +$2.23M 0.9% 32
2025
Q1 		$14.9M Buy
390,439
+41,828
+12% +$1.74M 0.79% 49
2024
Q4 		$15M Sell
348,611
-26,027
-7% -$1.18M 0.75% 50
2024
Q3 		$15.8M Buy
374,638
+146,494
+64% +$6.09M 0.73% 49
2024
Q2 		$8.91M Buy
228,144
+12,134
+6% +$430K 0.41% 120
2024
Q1 		$7.79M Sell
216,010
-9,324
-4% -$323K 0.35% 130
2023
Q4 		$8.38M Buy
225,334
+55,601
+33% +$1.84M 0.39% 123
2023
Q3 		$5.05M Sell
169,733
-12,861
-7% -$412K 0.26% 138
2023
Q2 		$5.3M Sell
182,594
-5,658
-3% -$177K 0.25% 138
2023
Q1 		$6.3M Buy
+188,252
New +$7.51M 0.29% 135

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

Leeward Investments's NBHC Position: Q1 2026 in Review

Leeward Investments reduced its National Bank Holdings (NBHC) stake by 2.7% in Q1 2026, selling an estimated $573K and leaving 519,920 shares worth $20.4M. The position accounts for 1% of the portfolio, ranked #29.

Leeward Investments first reported a position in NBHC in Q1 2023 and has held it in 13 quarters since. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Leeward Investments held 519,920 shares of National Bank Holdings worth $20.4M as of Q1 2026.
  • Leeward Investments sold 14,291 National Bank Holdings shares in Q1 2026, an estimated $573K.
  • National Bank Holdings made up 1% of Leeward Investments's portfolio in Q1 2026, its #29 holding.
  • Leeward Investments first reported a position in National Bank Holdings in Q1 2023 and has held it in 13 quarters since.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.