Wellington Management Group
NBBK icon

Wellington Management Group’s NB Bancorp NBBK Stock Holding History

Wellington Management Group’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15M Sell
710,000
-761,189
-52% -$16M ﹤0.01% 1128
2025
Q4 		$29.2M Sell
1,471,189
-355,750
-19% -$6.77M 0.01% 897
2025
Q3 		$32.2M Sell
1,826,939
-33,650
-2% -$617K 0.01% 855
2025
Q2 		$33.2M Buy
1,860,589
+250,000
+16% +$4.22M 0.01% 794
2025
Q1 		$29.1M Buy
1,610,589
+116,988
+8% +$2.18M 0.01% 839
2024
Q4 		$27M Hold
1,493,601
– – ﹤0.01% 881
2024
Q3 		$27.7M Buy
1,493,601
+290,818
+24% +$5.14M ﹤0.01% 866
2024
Q2 		$18.1M Buy
1,202,783
+1,005,486
+510% +$14.6M ﹤0.01% 987
2024
Q1 		$2.7M Sell
197,297
-340,424
-63% -$4.76M ﹤0.01% 1460
2023
Q4 		$7.23M Buy
+537,721
New +$7.32M ﹤0.01% 1204

Other funds holding NBBK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return