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Salomon & Ludwin’s National Bank Holdings NBHC Stock Holding History

Salomon & Ludwin’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
Q2 		$38.1K Hold
846
– – ﹤0.01% 692
2026
Q1 		$33.5K Buy
846
+338
+67% +$13.5K ﹤0.01% 711
2025
Q4 		$19.8K Buy
508
+250
+97% +$9.42K ﹤0.01% 908
2025
Q3 		$9.88K Buy
+258
New +$10K ﹤0.01% 1311

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Salomon & Ludwin's NBHC Position: Q2 2026 in Review

Salomon & Ludwin held its National Bank Holdings (NBHC) position steady in Q2 2026 at 846 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Salomon & Ludwin first reported a position in NBHC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Salomon & Ludwin held 846 shares of National Bank Holdings worth $38.1K as of Q2 2026.
  • Salomon & Ludwin left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #692 holding.
  • Salomon & Ludwin first reported a position in National Bank Holdings in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.