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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
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 		$4.17K Buy
+111
New +$4.04K ﹤0.01% 874

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

True Wealth Design's NBHC Position: Q2 2026 in Review

True Wealth Design increased its National Bank Holdings (NBHC) stake by 8.8% in Q2 2026, buying an estimated $634 and bringing the position to 186 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

True Wealth Design first reported a position in NBHC in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • True Wealth Design held 186 shares of National Bank Holdings worth $8.26K as of Q2 2026.
  • True Wealth Design bought 15 National Bank Holdings shares in Q2 2026, an estimated $634.
  • National Bank Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1134 holding.
  • True Wealth Design first reported a position in National Bank Holdings in Q2 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.