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SBI Securities’s National Bank Holdings NBHC Stock Holding History

SBI Securities’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 		$444 Sell
10
-1
-9% -$42 ﹤0.01% 3073
2026
Q1 		$431 Hold
11
– – ﹤0.01% 2943
2025
Q4 		$418 Hold
11
– – ﹤0.01% 2937
2025
Q3 		$425 Buy
+11
New +$426 ﹤0.01% 3033

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

SBI Securities's NBHC Position: Q2 2026 in Review

SBI Securities reduced its National Bank Holdings (NBHC) stake by 9.1% in Q2 2026, selling an estimated $42 and leaving 10 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

SBI Securities 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.

  • SBI Securities held 10 shares of National Bank Holdings worth $444 as of Q2 2026.
  • SBI Securities sold 1 National Bank Holdings share in Q2 2026, an estimated $42.
  • National Bank Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3073 holding.
  • SBI Securities 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.