Lido Advisors
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Lido Advisors’s National Bank Holdings NBHC Stock Holding History

Lido 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
Q3 		$441K Sell
11,251
-1,498
-12% -$63.7K ﹤0.01% 1545
2026
Q2 		$566K Buy
+12,749
New +$538K ﹤0.01% 1401
2022
Q2 		– Sell
-8,401
Closed -$338K – 1020
2022
Q1 		$338K Buy
+8,401
New +$373K ﹤0.01% 762

Other funds holding NBHC

Dimensional Fund Advisors
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors's NBHC Position: Q3 2026 in Review

Lido Advisors reduced its National Bank Holdings (NBHC) stake by 12% in Q3 2026, selling an estimated $63.7K and leaving 11,251 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Lido Advisors first reported a position in NBHC in Q1 2022 and has held it in 3 quarters since. The position peaked at $566K in Q2 2026. 128 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

  • Lido Advisors held 11,251 shares of National Bank Holdings worth $441K as of Q3 2026.
  • Lido Advisors sold 1,498 National Bank Holdings shares in Q3 2026, an estimated $63.7K.
  • National Bank Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1545 holding.
  • Lido Advisors first reported a position in National Bank Holdings in Q1 2022 and has held it in 3 quarters since.
  • Lido Advisors's National Bank Holdings position peaked at $566K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.