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Steward Partners Investment Advisory’s NB Bancorp NBBK Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-1,000
Closed -$18.6K – 4048
2024
Q3 		$18.6K Hold
1,000
– – ﹤0.01% 2695
2024
Q2 		$15.1K Hold
1,000
– – ﹤0.01% 2633
2024
Q1 		$13.7K Buy
+1,000
New +$14K ﹤0.01% 2684

Other funds holding NBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's NBBK Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of NB Bancorp (NBBK) in Q4 2024, closing a stake of 1,000 shares — an estimated $18.6K sold.

Steward Partners Investment Advisory first reported a position in NBBK in Q1 2024 and held it in 3 quarters. The position peaked at $18.6K in Q3 2024. 113 funds tracked by Wall St. Rank hold NBBK as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining NB Bancorp position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 NB Bancorp shares in Q4 2024, an estimated $18.6K.
  • Steward Partners Investment Advisory first reported a position in NB Bancorp in Q1 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's NB Bancorp position peaked at $18.6K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held NB Bancorp as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.