Principal Financial Group
NBBK icon

Principal Financial Group’s NB Bancorp NBBK Stock Holding History

Principal Financial Group’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 		$1.25M Buy
59,231
+3,867
+7% +$79.6K ﹤0.01% 1913
2026
Q1 		$1.17M Sell
55,364
-9,105
-14% -$191K ﹤0.01% 1909
2025
Q4 		$1.28M Buy
64,469
+20,379
+46% +$388K ﹤0.01% 1917
2025
Q3 		$778K Buy
44,090
+3,823
+9% +$70.1K ﹤0.01% 1971
2025
Q2 		$719K Buy
+40,267
New +$680K ﹤0.01% 1937

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 53.77% 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

Principal Financial Group's NBBK Position: Q2 2026 in Review

Principal Financial Group increased its NB Bancorp (NBBK) stake by 7% in Q2 2026, buying an estimated $79.6K and bringing the position to 59,231 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Principal Financial Group first reported a position in NBBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2025. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Principal Financial Group held 59,231 shares of NB Bancorp worth $1.25M as of Q2 2026.
  • Principal Financial Group bought 3,867 NB Bancorp shares in Q2 2026, an estimated $79.6K.
  • NB Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1913 holding.
  • Principal Financial Group first reported a position in NB Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's NB Bancorp position peaked at $1.28M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.