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Twin Peaks Wealth Advisors’s Northeast Bank NBN Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$225 – 1475
2026
Q1 		$225 Buy
+2
New +$226 ﹤0.01% 2155
2025
Q3 		– Sell
-1
Closed -$102 – 1401
2025
Q2 		$102 Buy
+1
New +$85 ﹤0.01% 2110

Other funds holding NBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Twin Peaks Wealth Advisors's NBN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Northeast Bank (NBN) in Q2 2026, closing a stake of 2 shares — an estimated $225 sold.

Twin Peaks Wealth Advisors first reported a position in NBN in Q2 2025 and held it in 2 quarters. The position peaked at $225 in Q1 2026. 178 funds tracked by Wall St. Rank hold NBN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Northeast Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 Northeast Bank shares in Q2 2026, an estimated $225.
  • Twin Peaks Wealth Advisors first reported a position in Northeast Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Northeast Bank position peaked at $225 in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Northeast Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.