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Steward Partners Investment Advisory’s National Bank Holdings NBHC Stock Holding History

Steward Partners Investment Advisory’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
-11
Closed -$421 – 4214
2025
Q1 		$421 Hold
11
– – ﹤0.01% 3871
2024
Q4 		$474 Buy
+11
New +$498 ﹤0.01% 3854

Other funds holding NBHC

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
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

Steward Partners Investment Advisory's NBHC Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of National Bank Holdings (NBHC) in Q2 2025, closing a stake of 11 shares — an estimated $421 sold.

Steward Partners Investment Advisory first reported a position in NBHC in Q4 2024 and held it in 2 quarters. The position peaked at $474 in Q4 2024. 188 funds tracked by Wall St. Rank hold NBHC as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining National Bank Holdings position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 11 National Bank Holdings shares in Q2 2025, an estimated $421.
  • Steward Partners Investment Advisory first reported a position in National Bank Holdings in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's National Bank Holdings position peaked at $474 in Q4 2024.
  • 188 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.