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SummitTX Capital’s National Bank Holdings NBHC Stock Holding History

SummitTX Capital’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
2026
Q1 		– Sell
-12,314
Closed -$468K – 903
2025
Q4 		$468K Buy
+12,314
New +$464K 0.01% 537

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SummitTX Capital's NBHC Position: Q1 2026 in Review

SummitTX Capital sold out of National Bank Holdings (NBHC) in Q1 2026, closing a stake of 12,314 shares — an estimated $468K sold.

SummitTX Capital first reported a position in NBHC in Q4 2025 and held it in 1 quarter. The position peaked at $468K in Q4 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • SummitTX Capital reported no remaining National Bank Holdings position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 12,314 National Bank Holdings shares in Q1 2026, an estimated $468K.
  • SummitTX Capital first reported a position in National Bank Holdings in Q4 2025 and held it in 1 quarter.
  • SummitTX Capital's National Bank Holdings position peaked at $468K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.