Y-Intercept (HK)
NBBK icon

Y-Intercept (HK)’s NB Bancorp NBBK Stock Holding History

Y-Intercept (HK)’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
Q3 		$1.36M Buy
61,260
+6,719
+12% +$150K 0.03% 835
2026
Q2 		$1.15M Buy
+54,541
New +$1.12M 0.02% 985
2026
Q1 		– Sell
-16,681
Closed -$331K – 1886
2025
Q4 		$331K Buy
+16,681
New +$317K 0.01% 1350
2025
Q3 		– Sell
-28,795
Closed -$514K – 1870
2025
Q2 		$514K Buy
+28,795
New +$486K 0.01% 1192

Other funds holding NBBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
Flagship Wealth Advisors
Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Y-Intercept (HK)'s NBBK Position: Q3 2026 in Review

Y-Intercept (HK) increased its NB Bancorp (NBBK) stake by 12% in Q3 2026, buying an estimated $150K and bringing the position to 61,260 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #835.

Y-Intercept (HK) first reported a position in NBBK in Q2 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold NBBK as of Q3 2026.

  • Y-Intercept (HK) held 61,260 shares of NB Bancorp worth $1.36M as of Q3 2026.
  • Y-Intercept (HK) bought 6,719 NB Bancorp shares in Q3 2026, an estimated $150K.
  • NB Bancorp made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #835 holding.
  • Y-Intercept (HK) first reported a position in NB Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.