Root Financial Partners’s National Bank Holdings NBHC Stock Holding History

Root Financial Partners’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	$9.99K	Buy	+255	New	+$10.2K	﹤0.01%	1688

Other funds holding NBHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $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

Root Financial Partners's NBHC Position: Q1 2026 in Review

Root Financial Partners opened a new position in National Bank Holdings (NBHC) in Q1 2026: 255 shares worth $9.99K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

Root Financial Partners held 255 shares of National Bank Holdings worth $9.99K as of Q1 2026.
National Bank Holdings was a new Root Financial Partners position in Q1 2026.
National Bank Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1688 holding.
216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.