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Physician Wealth Advisors’s Northeast Bank NBN Stock Holding History

Physician Wealth Advisors’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$450 Hold
4
– – ﹤0.01% 1963
2025
Q4 		$416 Buy
+4
New +$373 ﹤0.01% 1952

Other funds holding NBN

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return

Physician Wealth Advisors's NBN Position: Q1 2026 in Review

Physician Wealth Advisors held its Northeast Bank (NBN) position steady in Q1 2026 at 4 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Physician Wealth Advisors first reported a position in NBN in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold NBN as of Q1 2026.

  • Physician Wealth Advisors held 4 shares of Northeast Bank worth $450 as of Q1 2026.
  • Physician Wealth Advisors left its Northeast Bank share count unchanged in Q1 2026.
  • Northeast Bank made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1963 holding.
  • Physician Wealth Advisors first reported a position in Northeast Bank in Q4 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Northeast Bank as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.