SS
NBHC icon

Sunbelt Securities’s National Bank Holdings NBHC Stock Holding History

Sunbelt Securities’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 		$979 Sell
25
-8
-24% -$321 ﹤0.01% 2102
2025
Q4 		$1.25K Buy
33
+18
+120% +$678 ﹤0.01% 1998
2025
Q3 		$580 Buy
+15
New +$581 ﹤0.01% 2188

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sunbelt Securities's NBHC Position: Q1 2026 in Review

Sunbelt Securities reduced its National Bank Holdings (NBHC) stake by 24% in Q1 2026, selling an estimated $321 and leaving 25 shares worth $979. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Sunbelt Securities first reported a position in NBHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25K in Q4 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Sunbelt Securities held 25 shares of National Bank Holdings worth $979 as of Q1 2026.
  • Sunbelt Securities sold 8 National Bank Holdings shares in Q1 2026, an estimated $321.
  • National Bank Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2102 holding.
  • Sunbelt Securities first reported a position in National Bank Holdings in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's National Bank Holdings position peaked at $1.25K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.