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NBBK icon

Modera Wealth Management’s NB Bancorp NBBK Stock Holding History

Modera Wealth Management’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,011
Closed -$436K – 658
2025
Q4 		$436K Hold
22,011
– – 0.01% 479
2025
Q3 		$388K Hold
22,011
– – ﹤0.01% 494
2025
Q2 		$393K Hold
22,011
– – ﹤0.01% 486
2025
Q1 		$398K Hold
22,011
– – 0.01% 467
2024
Q4 		$398K Hold
22,011
– – ﹤0.01% 472
2024
Q3 		$409K Hold
22,011
– – 0.01% 444
2024
Q2 		$332K Hold
22,011
– – ﹤0.01% 459
2024
Q1 		$301K Buy
+22,011
New +$308K ﹤0.01% 480

Other funds holding NBBK

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PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return