Mesirow Financial Investment Management’s Northeast Bank NBN Stock Holding History

Mesirow Financial Investment Management’s Portfolio NBN Stock Details NBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,334	Closed	-$368K	–	586
2025 Q1	$368K	Hold	4,334	–	–	0.01%	410
2024 Q4	$398K	Buy	4,334 +49	+1%	+$4.51K	0.01%	400
2024 Q3	$331K	Buy	+4,285	New	+$291K	0.01%	431
2024 Q1	–	Sell	-6,771	Closed	-$349K	–	578
2023 Q4	$349K	Hold	6,771	–	–	0.01%	388
2023 Q3	$299K	Hold	6,771	–	–	1.3%	36
2023 Q2	$282K	Buy	+6,771	New	+$257K	1.2%	37
2021 Q2	–	Sell	-667	Closed	-$18K	–	113
2021 Q1	$18K	Buy	667 +285	+75%	+$7.64K	0.05%	99
2020 Q4	$8.6K	Buy	+382	New	+$8.07K	0.03%	95

Other funds holding NBN

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

TWM

Trevian Wealth Management Weston, Massachusetts $235M AUM 23.84% 1-Year Est. Return

Mesirow Financial Investment Management's NBN Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Northeast Bank (NBN) in Q2 2025, closing a stake of 4,334 shares — an estimated $368K sold.

Mesirow Financial Investment Management first reported a position in NBN in Q4 2020 and held it in 8 quarters. The position peaked at $398K in Q4 2024. 138 funds tracked by Wall St. Rank hold NBN as of Q2 2025.

Mesirow Financial Investment Management reported no remaining Northeast Bank position as of Q2 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 4,334 Northeast Bank shares in Q2 2025, an estimated $368K.
Mesirow Financial Investment Management first reported a position in Northeast Bank in Q4 2020 and held it in 8 quarters.
Mesirow Financial Investment Management's Northeast Bank position peaked at $398K in Q4 2024.
138 funds tracked by Wall St. Rank held Northeast Bank as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.