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True Wealth Design’s NB Bancorp NBBK Stock Holding History

True Wealth Design’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
Q3 		$45 Hold
2
– – ﹤0.01% 2517
2026
Q2 		$43 Hold
2
– – ﹤0.01% 2605
2026
Q1 		$43 Hold
2
– – ﹤0.01% 2575
2025
Q4 		$40 Buy
+2
New +$38 ﹤0.01% 2429

Other funds holding NBBK

LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's NBBK Position: Q3 2026 in Review

True Wealth Design held its NB Bancorp (NBBK) position steady in Q3 2026 at 2 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

True Wealth Design first reported a position in NBBK in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

  • True Wealth Design held 2 shares of NB Bancorp worth $45 as of Q3 2026.
  • True Wealth Design left its NB Bancorp share count unchanged in Q3 2026.
  • NB Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2517 holding.
  • True Wealth Design first reported a position in NB Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.