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Squire Investment Management Company’s National Bank Holdings NBHC Stock Holding History

Squire Investment Management Company’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 		$4.75M Hold
106,976
– – 1.14% 16
2026
Q1 		$4.19M Hold
106,976
– – 1.16% 16
2025
Q4 		$4.07M Hold
106,976
– – 1.23% 16
2025
Q3 		$4.13M Hold
106,976
– – 1.35% 15
2025
Q2 		$4.02M Hold
106,976
– – 1.48% 14
2025
Q1 		$4.09M Buy
106,976
+180
+0.2% +$7.49K 1.71% 14
2024
Q4 		$4.6M Hold
106,796
– – 2.02% 12
2024
Q3 		$4.5M Buy
+106,796
New +$4.44M 2.14% 12

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

Squire Investment Management Company's NBHC Position: Q2 2026 in Review

Squire Investment Management Company held its National Bank Holdings (NBHC) position steady in Q2 2026 at 106,976 shares worth $4.75M. The position accounts for 1.14% of the portfolio, ranked #16.

Squire Investment Management Company first reported a position in NBHC in Q3 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Squire Investment Management Company held 106,976 shares of National Bank Holdings worth $4.75M as of Q2 2026.
  • Squire Investment Management Company left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up 1.14% of Squire Investment Management Company's portfolio in Q2 2026, its #16 holding.
  • Squire Investment Management Company first reported a position in National Bank Holdings in Q3 2024 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.