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Sequoia Financial Advisors’s NB Bancorp NBBK Stock Holding History

Sequoia Financial Advisors’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+10,580
New +$218K ﹤0.01% 1896

Other funds holding NBBK

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Sequoia Financial Advisors's NBBK Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in NB Bancorp (NBBK) in Q2 2026: 10,580 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1896 among its holdings.

17 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • Sequoia Financial Advisors held 10,580 shares of NB Bancorp worth $224K as of Q2 2026.
  • NB Bancorp was a new Sequoia Financial Advisors position in Q2 2026.
  • NB Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1896 holding.
  • 17 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.