Raymond James Financial
NBHC icon

Raymond James Financial’s National Bank Holdings NBHC Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-644
Closed -$24.2K – 6081
2025
Q2 		$24.2K Buy
+644
New +$23.5K ﹤0.01% 5524

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's NBHC Position: Q3 2025 in Review

Raymond James Financial sold out of National Bank Holdings (NBHC) in Q3 2025, closing a stake of 644 shares — an estimated $24.2K sold.

Raymond James Financial first reported a position in NBHC in Q2 2025 and held it in 1 quarter. The position peaked at $24.2K in Q2 2025. 207 funds tracked by Wall St. Rank hold NBHC as of Q3 2025.

  • Raymond James Financial reported no remaining National Bank Holdings position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 644 National Bank Holdings shares in Q3 2025, an estimated $24.2K.
  • Raymond James Financial first reported a position in National Bank Holdings in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's National Bank Holdings position peaked at $24.2K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.