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Smartleaf Asset Management’s National Bank Holdings NBHC Stock Holding History

Smartleaf Asset Management’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 		$8.92K Hold
201
– – ﹤0.01% 2411
2026
Q1 		$7.71K Sell
201
-451
-69% -$18.1K ﹤0.01% 2454
2025
Q4 		$24.9K Buy
652
+146
+29% +$5.5K ﹤0.01% 1916
2025
Q3 		$19.8K Hold
506
– – ﹤0.01% 1816
2025
Q2 		$19K Sell
506
-19
-4% -$692 ﹤0.01% 1574
2025
Q1 		$20.4K Sell
525
-4
-0.8% -$167 ﹤0.01% 1592
2024
Q4 		$22.8K Buy
529
+385
+267% +$17.4K ﹤0.01% 1575
2024
Q3 		$5.96K Buy
144
+81
+129% +$3.37K ﹤0.01% 2036
2024
Q2 		$2.34K Buy
63
+51
+425% +$1.81K ﹤0.01% 2166
2024
Q1 		$431 Hold
12
– – ﹤0.01% 1764
2023
Q4 		$0 Buy
+12
New +$397 ﹤0.01% 1200

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

Smartleaf Asset Management's NBHC Position: Q2 2026 in Review

Smartleaf Asset Management held its National Bank Holdings (NBHC) position steady in Q2 2026 at 201 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Smartleaf Asset Management first reported a position in NBHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.9K in Q4 2025. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Smartleaf Asset Management held 201 shares of National Bank Holdings worth $8.92K as of Q2 2026.
  • Smartleaf Asset Management left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2411 holding.
  • Smartleaf Asset Management first reported a position in National Bank Holdings in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's National Bank Holdings position peaked at $24.9K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.