Wealth Enhancement Advisory Services’s National Bank Holdings NBHC Stock Holding History

Wealth Enhancement Advisory Services’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	$861K	Buy	19,422 +1,219	+7%	+$51.5K	﹤0.01%	2188
2026 Q1	$720K	Sell	18,203 -1,204	-6%	-$48.3K	﹤0.01%	2042
2025 Q4	$767K	Buy	19,407 +5,857	+43%	+$221K	﹤0.01%	2139
2025 Q3	$525K	Buy	13,550 +6,327	+88%	+$245K	﹤0.01%	2329
2025 Q2	$289K	Buy	+7,223	New	+$263K	﹤0.01%	2672
2025 Q1	–	Sell	-5,331	Closed	-$230K	–	3092
2024 Q4	$230K	Buy	+5,331	New	+$241K	﹤0.01%	2592

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's NBHC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its National Bank Holdings (NBHC) stake by 6.7% in Q2 2026, buying an estimated $51.5K and bringing the position to 19,422 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Wealth Enhancement Advisory Services first reported a position in NBHC in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Wealth Enhancement Advisory Services held 19,422 shares of National Bank Holdings worth $861K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,219 National Bank Holdings shares in Q2 2026, an estimated $51.5K.
National Bank Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2188 holding.
Wealth Enhancement Advisory Services first reported a position in National Bank Holdings in Q4 2024 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.