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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Modera Wealth Management's NBBK Position: Q1 2026 in Review

Modera Wealth Management sold out of NB Bancorp (NBBK) in Q1 2026, closing a stake of 22,011 shares — an estimated $436K sold.

Modera Wealth Management first reported a position in NBBK in Q1 2024 and held it in 8 quarters. The position peaked at $436K in Q4 2025. 177 funds tracked by Wall St. Rank hold NBBK as of Q1 2026.

  • Modera Wealth Management reported no remaining NB Bancorp position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 22,011 NB Bancorp shares in Q1 2026, an estimated $436K.
  • Modera Wealth Management first reported a position in NB Bancorp in Q1 2024 and held it in 8 quarters.
  • Modera Wealth Management's NB Bancorp position peaked at $436K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held NB Bancorp as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.