SAM
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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
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

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VPM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return