Mackenzie Financial
NBBK icon

Mackenzie Financial’s NB Bancorp NBBK Stock Holding History

Mackenzie Financial’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$477K Sell
21,579
-45,862
-68% -$1.02M ﹤0.01% 1325
2026
Q2 		$1.43M Buy
67,441
+16,544
+33% +$340K ﹤0.01% 1128
2026
Q1 		$1.07M Buy
+50,897
New +$1.07M ﹤0.01% 1065

Other funds holding NBBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Mackenzie Financial's NBBK Position: Q3 2026 in Review

Mackenzie Financial reduced its NB Bancorp (NBBK) stake by 68% in Q3 2026, selling an estimated $1.02M and leaving 21,579 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Mackenzie Financial first reported a position in NBBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.43M in Q2 2026. 49 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

  • Mackenzie Financial held 21,579 shares of NB Bancorp worth $477K as of Q3 2026.
  • Mackenzie Financial sold 45,862 NB Bancorp shares in Q3 2026, an estimated $1.02M.
  • NB Bancorp made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1325 holding.
  • Mackenzie Financial first reported a position in NB Bancorp in Q1 2026 and has held it in 3 quarters since.
  • Mackenzie Financial's NB Bancorp position peaked at $1.43M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.