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Twin Peaks Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

Twin Peaks Wealth Advisors’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
2025
Q3 		– Sell
-21
Closed -$796 – 1399
2025
Q2 		$796 Buy
+21
New +$765 ﹤0.01% 1820

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's NBHC Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of National Bank Holdings (NBHC) in Q3 2025, closing a stake of 21 shares — an estimated $796 sold.

Twin Peaks Wealth Advisors first reported a position in NBHC in Q2 2025 and held it in 1 quarter. The position peaked at $796 in Q2 2025. 207 funds tracked by Wall St. Rank hold NBHC as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining National Bank Holdings position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 21 National Bank Holdings shares in Q3 2025, an estimated $796.
  • Twin Peaks Wealth Advisors first reported a position in National Bank Holdings in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's National Bank Holdings position peaked at $796 in Q2 2025.
  • 207 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.