MPWT
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MassMutual Private Wealth & Trust’s National Bank Holdings NBHC Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.75K Buy
+62
New +$2.62K ﹤0.01% 1898
2023
Q2 		– Sell
-71
Closed -$2.38K – 1981
2023
Q1 		$2.38K Buy
+71
New +$2.83K ﹤0.01% 1366

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

MassMutual Private Wealth & Trust's NBHC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in National Bank Holdings (NBHC) in Q2 2026: 62 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in NBHC as recently as Q1 2023.

MassMutual Private Wealth & Trust first reported a position in NBHC in Q1 2023 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 62 shares of National Bank Holdings worth $2.75K as of Q2 2026.
  • National Bank Holdings was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1898 holding.
  • MassMutual Private Wealth & Trust first reported a position in National Bank Holdings in Q1 2023 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.