Sound Income Strategies’s National Bank Holdings NBHC Stock Holding History

Sound Income Strategies’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	–	Sell	-180	Closed	-$7.1K	–	1693
2026 Q1	$7.1K	Buy	180 +2	+1%	+$80	﹤0.01%	1684
2025 Q4	$7.29K	Buy	+178	New	+$6.71K	﹤0.01%	1638

Other funds holding NBHC

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sound Income Strategies's NBHC Position: Q2 2026 in Review

Sound Income Strategies sold out of National Bank Holdings (NBHC) in Q2 2026, closing a stake of 180 shares — an estimated $7.1K sold.

Sound Income Strategies first reported a position in NBHC in Q4 2025 and held it in 2 quarters. The position peaked at $7.29K in Q4 2025. 43 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Sound Income Strategies reported no remaining National Bank Holdings position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 180 National Bank Holdings shares in Q2 2026, an estimated $7.1K.
Sound Income Strategies first reported a position in National Bank Holdings in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's National Bank Holdings position peaked at $7.29K in Q4 2025.
43 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.