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Swiss Life Asset Management’s National Bank Holdings NBHC Stock Holding History

Swiss Life Asset Management’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
-5,581
Closed -$212K – 1576
2025
Q4 		$212K Buy
+5,581
New +$210K ﹤0.01% 1243

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William Blair Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Swiss Life Asset Management's NBHC Position: Q1 2026 in Review

Swiss Life Asset Management sold out of National Bank Holdings (NBHC) in Q1 2026, closing a stake of 5,581 shares — an estimated $212K sold.

Swiss Life Asset Management first reported a position in NBHC in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

  • Swiss Life Asset Management reported no remaining National Bank Holdings position as of Q1 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 5,581 National Bank Holdings shares in Q1 2026, an estimated $212K.
  • Swiss Life Asset Management first reported a position in National Bank Holdings in Q4 2025 and held it in 1 quarter.
  • Swiss Life Asset Management's National Bank Holdings position peaked at $212K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.