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Stephens Consulting’s National Bank Holdings NBHC Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-10
Closed -$383 – 1694
2025
Q1 		$383 Buy
+10
New +$416 ﹤0.01% 1121

Other funds holding NBHC

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Stephens Consulting's NBHC Position: Q2 2025 in Review

Stephens Consulting sold out of National Bank Holdings (NBHC) in Q2 2025, closing a stake of 10 shares — an estimated $383 sold.

Stephens Consulting first reported a position in NBHC in Q1 2025 and held it in 1 quarter. The position peaked at $383 in Q1 2025. 188 funds tracked by Wall St. Rank hold NBHC as of Q2 2025.

  • Stephens Consulting reported no remaining National Bank Holdings position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 National Bank Holdings shares in Q2 2025, an estimated $383.
  • Stephens Consulting first reported a position in National Bank Holdings in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's National Bank Holdings position peaked at $383 in Q1 2025.
  • 188 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2025.

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