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Rockefeller Capital Management’s
National Bank Holdings
NBHC
Stock Holding History
Rockefeller Capital Management’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
Q1
$979
Buy
25
+5
+25%
+$200
﹤0.01%
4488
2025
Q4
$760
Sell
20
-92
-82%
-$3.47K
﹤0.01%
4486
2025
Q3
$4.33K
Buy
+112
New
+$4.34K
﹤0.01%
3907
2023
Q1
–
Sell
-412
Closed
-$17K
–
3190
2022
Q4
$17K
Buy
412
+298
+261%
+$12.9K
﹤0.01%
2861
2022
Q3
$4K
Sell
114
-111
-49%
-$4.46K
﹤0.01%
3414
2022
Q2
$8K
Buy
225
+125
+125%
+$4.86K
﹤0.01%
3239
2022
Q1
$4K
Hold
100
–
–
﹤0.01%
3428
2021
Q4
$4K
Hold
100
–
–
﹤0.01%
3361
2021
Q3
$4K
Hold
100
–
–
﹤0.01%
3249
2021
Q2
$3K
Hold
100
–
–
﹤0.01%
3177
2021
Q1
$3K
Hold
100
–
–
﹤0.01%
3035
2020
Q4
$3K
Buy
+100
New
+$3.17K
﹤0.01%
2573
Other funds holding NBHC
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.91T AUM
William Blair Investment Management
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$30.3B AUM
33.75%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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