Stephens Consulting’s NB Bancorp NBBK Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-20	Closed	-$362	–	1693
2025 Q1	$362	Buy	+20	New	+$372	﹤0.01%	1258

Other funds holding NBBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's NBBK Position: Q2 2025 in Review

Stephens Consulting sold out of NB Bancorp (NBBK) in Q2 2025, closing a stake of 20 shares — an estimated $362 sold.

Stephens Consulting first reported a position in NBBK in Q1 2025 and held it in 1 quarter. The position peaked at $362 in Q1 2025. 130 funds tracked by Wall St. Rank hold NBBK as of Q2 2025.

Stephens Consulting reported no remaining NB Bancorp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 NB Bancorp shares in Q2 2025, an estimated $362.
Stephens Consulting first reported a position in NB Bancorp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's NB Bancorp position peaked at $362 in Q1 2025.
130 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.