Root Financial Partners
NBHC icon

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
Q3 		$10.9K Buy
+278
New +$11.8K ﹤0.01% 1873
2026
Q2 		– Sell
-255
Closed -$10K – 2157
2026
Q1 		$10K Buy
+255
New +$10.2K ﹤0.01% 1688

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DePrince Race & Zollo Inc (DRZ)
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Root Financial Partners's NBHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Bank Holdings (NBHC) in Q3 2026: 278 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NBHC as recently as Q1 2026.

Root Financial Partners first reported a position in NBHC in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

  • Root Financial Partners held 278 shares of National Bank Holdings worth $10.9K as of Q3 2026.
  • National Bank Holdings was a new Root Financial Partners position in Q3 2026.
  • National Bank Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1873 holding.
  • Root Financial Partners first reported a position in National Bank Holdings in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.