PWPS
NBHC icon

Pinnacle Wealth Planning Services’s National Bank Holdings NBHC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$55.8K Buy
1,255
+27
+2% +$1.14K 0.01% 1196
2026
Q1 		$48.1K Buy
1,228
+87
+8% +$3.49K 0.01% 1224
2025
Q4 		$43.4K Buy
+1,141
New +$43K ﹤0.01% 1295
2021
Q1 		– Sell
-674
Closed -$22K – 1365
2020
Q4 		$22K Buy
+674
New +$21.4K 0.01% 1120

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's NBHC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its National Bank Holdings (NBHC) stake by 2.2% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,255 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #1196.

Pinnacle Wealth Planning Services first reported a position in NBHC in Q4 2020 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,255 shares of National Bank Holdings worth $55.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 27 National Bank Holdings shares in Q2 2026, an estimated $1.14K.
  • National Bank Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1196 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Bank Holdings in Q4 2020 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.