Physician Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16K Hold
26
﹤0.01% 1768
2026
Q1
$1.02K Buy
26
+12
+86% +$481 ﹤0.01% 1680
2025
Q4
$533 Buy
+14
New +$527 ﹤0.01% 1852

Other funds holding NBHC

Physician Wealth Advisors's NBHC Position: Q2 2026 in Review

Physician Wealth Advisors held its National Bank Holdings (NBHC) position steady in Q2 2026 at 26 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Physician Wealth Advisors first reported a position in NBHC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Physician Wealth Advisors held 26 shares of National Bank Holdings worth $1.16K as of Q2 2026.
  • Physician Wealth Advisors left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1768 holding.
  • Physician Wealth Advisors first reported a position in National Bank Holdings in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.