Lindbrook Capital’s National Bank Holdings NBHC Stock Holding History

Lindbrook Capital’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
2025 Q1	$8.27K	Hold	216	–	–	﹤0.01%	1732
2024 Q4	$9.3K	Hold	216	–	–	﹤0.01%	1693
2024 Q3	$9.09K	Hold	216	–	–	﹤0.01%	1720
2024 Q2	$8.44K	Hold	216	–	–	﹤0.01%	1726
2024 Q1	$7.79K	Hold	216	–	–	﹤0.01%	1692
2023 Q4	$8.03K	Hold	216	–	–	﹤0.01%	1657
2023 Q3	$6.43K	Hold	216	–	–	﹤0.01%	1647
2023 Q2	$6.27K	Hold	216	–	–	﹤0.01%	1697
2023 Q1	$7.23K	Hold	216	–	–	﹤0.01%	1665
2022 Q4	$9.09K	Hold	216	–	–	﹤0.01%	1485
2022 Q3	$8K	Hold	216	–	–	﹤0.01%	1440
2022 Q2	$8K	Hold	216	–	–	﹤0.01%	1353
2022 Q1	$9K	Hold	216	–	–	﹤0.01%	1335
2021 Q4	$9K	Sell	216 -3	-1%	-$131	﹤0.01%	1314
2021 Q3	$9K	Hold	219	–	–	﹤0.01%	1042
2021 Q2	$8K	Hold	219	–	–	﹤0.01%	1143
2021 Q1	$9K	Hold	219	–	–	﹤0.01%	1059
2020 Q4	$7K	Hold	219	–	–	﹤0.01%	1055
2020 Q3	$6K	Buy	219 +23	+12%	+$630	﹤0.01%	1042
2020 Q2	$5K	Hold	196	–	–	﹤0.01%	1091
2020 Q1	$5K	Buy	+196	New	+$6.11K	﹤0.01%	1000

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's NBHC Position: Q1 2025 in Review

Lindbrook Capital held its National Bank Holdings (NBHC) position steady in Q1 2025 at 216 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Lindbrook Capital first reported a position in NBHC in Q1 2020 and has held it in 21 quarters since. The position peaked at $9.3K in Q4 2024. 179 funds tracked by Wall St. Rank hold NBHC as of Q1 2025.

Lindbrook Capital held 216 shares of National Bank Holdings worth $8.27K as of Q1 2025.
Lindbrook Capital left its National Bank Holdings share count unchanged in Q1 2025.
National Bank Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1732 holding.
Lindbrook Capital first reported a position in National Bank Holdings in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's National Bank Holdings position peaked at $9.3K in Q4 2024.
179 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.