Summit Wealth Group’s NB Bancorp NBBK Stock Holding History

Summit Wealth Group’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
2026 Q2	$324K	Hold	15,340	–	–	0.07%	98
2026 Q1	$323K	Hold	15,340	–	–	0.07%	96
2025 Q4	$304K	Buy	+15,340	New	+$292K	0.07%	96

Other funds holding NBBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Summit Wealth Group's NBBK Position: Q2 2026 in Review

Summit Wealth Group held its NB Bancorp (NBBK) position steady in Q2 2026 at 15,340 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #98.

Summit Wealth Group first reported a position in NBBK in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold NBBK as of Q2 2026.

Summit Wealth Group held 15,340 shares of NB Bancorp worth $324K as of Q2 2026.
Summit Wealth Group left its NB Bancorp share count unchanged in Q2 2026.
NB Bancorp made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #98 holding.
Summit Wealth Group first reported a position in NB Bancorp in Q4 2025 and has held it in 3 quarters since.
161 funds tracked by Wall St. Rank held NB Bancorp as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.