Zhang Financial’s Northpointe Bancshares NPB Stock Holding History

Zhang Financial’s Portfolio NPB Stock Details NPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-100,920	Closed	-$1.38M	–	327
2025 Q2	$1.38M	Buy	+100,920	New	+$1.36M	0.06%	143

Other funds holding NPB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Zhang Financial's NPB Position: Q3 2025 in Review

Zhang Financial sold out of Northpointe Bancshares (NPB) in Q3 2025, closing a stake of 100,920 shares — an estimated $1.38M sold.

Zhang Financial first reported a position in NPB in Q2 2025 and held it in 1 quarter. The position peaked at $1.38M in Q2 2025. 79 funds tracked by Wall St. Rank hold NPB as of Q3 2025.

Zhang Financial reported no remaining Northpointe Bancshares position as of Q3 2025 after selling out during the quarter.
Zhang Financial sold 100,920 Northpointe Bancshares shares in Q3 2025, an estimated $1.38M.
Zhang Financial first reported a position in Northpointe Bancshares in Q2 2025 and held it in 1 quarter.
Zhang Financial's Northpointe Bancshares position peaked at $1.38M in Q2 2025.
79 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q3 2025.

Based on Zhang Financial's 13F filing for Q3 2025, filed 10 Nov 2025.