SWM
NBBK icon

SHP Wealth Management’s NB Bancorp NBBK Stock Holding History

SHP Wealth Management’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 		$73.1K Buy
3,459
+3
+0.1% +$62 0.01% 466
2026
Q1 		$72.8K Buy
3,456
+2
+0.1% +$42 0.01% 430
2025
Q4 		$68.5K Buy
+3,454
New +$65.7K 0.01% 419

Other funds holding NBBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SHP Wealth Management's NBBK Position: Q2 2026 in Review

SHP Wealth Management increased its NB Bancorp (NBBK) stake by 0.09% in Q2 2026, buying an estimated $62 and bringing the position to 3,459 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #466.

SHP Wealth Management first reported a position in NBBK in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

  • SHP Wealth Management held 3,459 shares of NB Bancorp worth $73.1K as of Q2 2026.
  • SHP Wealth Management bought 3 NB Bancorp shares in Q2 2026, an estimated $62.
  • NB Bancorp made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #466 holding.
  • SHP Wealth Management first reported a position in NB Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.