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Pension & Wealth Management Advisors’s NB Bancorp NBBK Stock Holding History

Pension & Wealth Management Advisors’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
Q2 		$130K Buy
6,155
+14
+0.2% +$288 0.04% 220
2026
Q1 		$129K Buy
6,141
+4,006
+188% +$84.2K 0.04% 203
2025
Q4 		$42.3K Hold
2,135
– – 0.01% 317
2025
Q3 		$37.7K Hold
2,135
– – 0.01% 303
2025
Q2 		$38.1K Buy
+2,135
New +$36.1K 0.01% 286

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Pension & Wealth Management Advisors's NBBK Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its NB Bancorp (NBBK) stake by 0.23% in Q2 2026, buying an estimated $288 and bringing the position to 6,155 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #220.

Pension & Wealth Management Advisors first reported a position in NBBK in Q2 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Pension & Wealth Management Advisors held 6,155 shares of NB Bancorp worth $130K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 14 NB Bancorp shares in Q2 2026, an estimated $288.
  • NB Bancorp made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #220 holding.
  • Pension & Wealth Management Advisors first reported a position in NB Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.