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NBC Securities’s Whirlpool WHR Stock Holding History

NBC Securities’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$1.7K – 2893
2025
Q4 		$1.7K Hold
5
– – ﹤0.01% 2449
2025
Q3 		$2.55K Buy
+5
New +$459 ﹤0.01% 2369

Other funds holding WHR

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

NBC Securities's WHR Position: Q2 2026 in Review

NBC Securities increased its Whirlpool (WHR) stake by 99% in Q2 2026, buying an estimated $384K and bringing the position to 16,484 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #442.

NBC Securities first reported a position in WHR in Q3 2023 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • NBC Securities held 16,484 shares of Whirlpool worth $650K as of Q2 2026.
  • NBC Securities bought 8,189 Whirlpool shares in Q2 2026, an estimated $384K.
  • Whirlpool made up 0.04% of NBC Securities's portfolio in Q2 2026, its #442 holding.
  • NBC Securities first reported a position in Whirlpool in Q3 2023 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.