Mission Wealth Management’s Northpointe Bancshares NPB Stock Holding History

Mission Wealth Management’s Portfolio NPB Stock Details NPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Sell	76,503 -49,742	-39%	-$858K	0.02%	351
2026 Q2	$2.42M	Sell	126,245 -21,270	-14%	-$380K	0.03%	271
2026 Q1	$2.55M	Sell	147,515 -10,000	-6%	-$176K	0.05%	184
2025 Q4	$2.64M	Sell	157,515 -23,485	-13%	-$398K	0.05%	187
2025 Q3	$3.09M	Buy	+181,000	New	+$2.96M	0.06%	164

Other funds holding NPB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mission Wealth Management's NPB Position: Q3 2026 in Review

Mission Wealth Management reduced its Northpointe Bancshares (NPB) stake by 39% in Q3 2026, selling an estimated $858K and leaving 76,503 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #351.

Mission Wealth Management first reported a position in NPB in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.09M in Q3 2025. 46 funds tracked by Wall St. Rank hold NPB as of Q3 2026.

Mission Wealth Management held 76,503 shares of Northpointe Bancshares worth $1.11M as of Q3 2026.
Mission Wealth Management sold 49,742 Northpointe Bancshares shares in Q3 2026, an estimated $858K.
Northpointe Bancshares made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #351 holding.
Mission Wealth Management first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 5 quarters since.
Mission Wealth Management's Northpointe Bancshares position peaked at $3.09M in Q3 2025.
46 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.