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Wealthspire Advisors (New York)’s National Bank Holdings NBHC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-28
Closed -$1.08K – 2208
2025
Q3 		$1.08K Buy
+28
New +$1.08K ﹤0.01% 2734

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s NBHC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of National Bank Holdings (NBHC) in Q4 2025, closing a stake of 28 shares — an estimated $1.08K sold.

Wealthspire Advisors (New York) first reported a position in NBHC in Q3 2025 and held it in 1 quarter. The position peaked at $1.08K in Q3 2025. 227 funds tracked by Wall St. Rank hold NBHC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining National Bank Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 28 National Bank Holdings shares in Q4 2025, an estimated $1.08K.
  • Wealthspire Advisors (New York) first reported a position in National Bank Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s National Bank Holdings position peaked at $1.08K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held National Bank Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.