Mercer Global Advisors
NBHC icon

Mercer Global Advisors’s National Bank Holdings NBHC Stock Holding History

Mercer Global 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
Q2 		$747K Buy
16,810
+4,073
+32% +$172K ﹤0.01% 1978
2026
Q1 		$499K Buy
12,737
+4,156
+48% +$167K ﹤0.01% 1985
2025
Q4 		$326K Buy
+8,581
New +$323K ﹤0.01% 2166

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

Mercer Global Advisors's NBHC Position: Q2 2026 in Review

Mercer Global Advisors increased its National Bank Holdings (NBHC) stake by 32% in Q2 2026, buying an estimated $172K and bringing the position to 16,810 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Mercer Global Advisors first reported a position in NBHC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Mercer Global Advisors held 16,810 shares of National Bank Holdings worth $747K as of Q2 2026.
  • Mercer Global Advisors bought 4,073 National Bank Holdings shares in Q2 2026, an estimated $172K.
  • National Bank Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1978 holding.
  • Mercer Global Advisors first reported a position in National Bank Holdings in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.