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True Wealth Design’s National Bank Holdings NBHC Stock Holding History

True Wealth Design’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
Q3 		$6.62K Sell
169
-17
-9% -$723 ﹤0.01% 1235
2026
Q2 		$8.26K Buy
186
+15
+9% +$634 ﹤0.01% 1134
2026
Q1 		$6.7K Sell
171
-12
-7% -$481 ﹤0.01% 1104
2025
Q4 		$6.96K Buy
183
+55
+43% +$2.07K ﹤0.01% 975
2025
Q3 		$4.95K Buy
128
+17
+15% +$659 ﹤0.01% 1086
2025
Q2 		$4.18K Buy
+111
New +$4.04K ﹤0.01% 874

Other funds holding NBHC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design reduced its National Bank Holdings (NBHC) stake by 9.1% in Q3 2026, selling an estimated $723 and leaving 169 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

True Wealth Design first reported a position in NBHC in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.26K in Q2 2026. 17 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

  • True Wealth Design held 169 shares of National Bank Holdings worth $6.62K as of Q3 2026.
  • True Wealth Design sold 17 National Bank Holdings shares in Q3 2026, an estimated $723.
  • National Bank Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1235 holding.
  • True Wealth Design first reported a position in National Bank Holdings in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's National Bank Holdings position peaked at $8.26K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

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