ORG Wealth Partners’s National Bank Holdings NBHC Stock Holding History

ORG Wealth Partners’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 Q3	$470	Buy	+12	New	+$511	﹤0.01%	2087

Other funds holding NBHC

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's NBHC Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in National Bank Holdings (NBHC) in Q3 2026: 12 shares worth $470. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings.

145 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

ORG Wealth Partners held 12 shares of National Bank Holdings worth $470 as of Q3 2026.
National Bank Holdings was a new ORG Wealth Partners position in Q3 2026.
National Bank Holdings made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2087 holding.
145 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.