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SummerHaven Investment Management’s NB Bancorp NBBK Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-50,826
Closed -$908K – 262
2025
Q2 		$908K Buy
50,826
+849
+2% +$14.3K 0.59% 67
2025
Q1 		$903K Buy
49,977
+751
+2% +$14K 0.63% 44
2024
Q4 		$889K Hold
49,226
– – 0.55% 66
2024
Q3 		$914K Buy
+49,226
New +$870K 0.56% 53

Other funds holding NBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SummerHaven Investment Management's NBBK Position: Q3 2025 in Review

SummerHaven Investment Management sold out of NB Bancorp (NBBK) in Q3 2025, closing a stake of 50,826 shares — an estimated $908K sold.

SummerHaven Investment Management first reported a position in NBBK in Q3 2024 and held it in 4 quarters. The position peaked at $914K in Q3 2024. 145 funds tracked by Wall St. Rank hold NBBK as of Q3 2025.

  • SummerHaven Investment Management reported no remaining NB Bancorp position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 50,826 NB Bancorp shares in Q3 2025, an estimated $908K.
  • SummerHaven Investment Management first reported a position in NB Bancorp in Q3 2024 and held it in 4 quarters.
  • SummerHaven Investment Management's NB Bancorp position peaked at $914K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.