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Optima Capital’s National Bank Holdings NBHC Stock Holding History

Optima Capital’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-103
Closed -$3.92K – 879
2025
Q4 		$3.92K Buy
+103
New +$3.88K ﹤0.01% 653

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Optima Capital's NBHC Position: Q1 2026 in Review

Optima Capital sold out of National Bank Holdings (NBHC) in Q1 2026, closing a stake of 103 shares — an estimated $3.92K sold.

Optima Capital first reported a position in NBHC in Q4 2025 and held it in 1 quarter. The position peaked at $3.92K in Q4 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Optima Capital reported no remaining National Bank Holdings position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 103 National Bank Holdings shares in Q1 2026, an estimated $3.92K.
  • Optima Capital first reported a position in National Bank Holdings in Q4 2025 and held it in 1 quarter.
  • Optima Capital's National Bank Holdings position peaked at $3.92K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.