MWM
NPB

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
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

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mission Wealth Management's NPB Position: Q2 2026 in Review

Mission Wealth Management reduced its Northpointe Bancshares (NPB) stake by 14% in Q2 2026, selling an estimated $380K and leaving 126,245 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #271.

Mission Wealth Management first reported a position in NPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.09M in Q3 2025. 8 funds tracked by Wall St. Rank hold NPB as of Q2 2026.

  • Mission Wealth Management held 126,245 shares of Northpointe Bancshares worth $2.42M as of Q2 2026.
  • Mission Wealth Management sold 21,270 Northpointe Bancshares shares in Q2 2026, an estimated $380K.
  • Northpointe Bancshares made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Mission Wealth Management first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's Northpointe Bancshares position peaked at $3.09M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.