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National Bank Hold (NBHC)

CUSIP: 633707104 | NYSE | Financial Services · Banks - Regional | Small Cap | 629 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,459,995
0.0% of portfolio›$96.4M
Deprince Race & Zollo Inc884,553
0.6% of portfolio›$34.7M
Leeward Investments, LLC - MA479,837
1.0% of portfolio›$18.8M
Bank of New York Mellon Corp357,535
0.0% of portfolio›$14.0M
ProShare Advisors LLC231,164
0.0% of portfolio›$9.1M
Principal Financial Group Inc212,828
0.0% of portfolio›$8.3M
Thompson Siegel & Walmsley LLC161,582
0.0% of portfolio›$6.3K
Squire Investment Management Company, LLC106,976
1.0% of portfolio›$4.2M
Creative Planning44,366
0.0% of portfolio›$1.7M
Mirae Asset Global Investments Co., Ltd.42,447
0.0% of portfolio›$1.7M
Citigroup Inc38,795
0.0% of portfolio›$1.5M
Moody National Bank Trust Division35,642
0.1% of portfolio›$1.4M
Thrivent Financial for Lutherans28,329
0.0% of portfolio›$1.1K
Rosenthal | Henry Capital Advisors, Inc.26,000
0.9% of portfolio›$1.0M
Illinois Municipal Retirement Fund23,314
0.0% of portfolio›$913.7K
North Star Investment Management Corp.22,000
0.0% of portfolio›$862.2K
Howard Financial Services, Ltd.21,191
0.1% of portfolio›$830.5K
Louisiana State Employees Retirement System19,000
0.0% of portfolio›$744.6K
Wealth Enhancement Advisory Services, LLC18,158
0.0% of portfolio›$693.3K
True North Advisors, LLC13,144
0.0% of portfolio›$515.1K
Arizona State Retirement System11,983
0.0% of portfolio›$469.6K
Amalgamated Bank11,525
0.0% of portfolio›$452
Lido Advisors, LLC11,251
0.0% of portfolio›$440.9K
Yousif Capital Management, LLC11,170
0.0% of portfolio›$437.8K
Islay Capital Management, LLC11,127
0.2% of portfolio›$436.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,494
0.0% of portfolio›$411.3K
Oregon Public Employees Retirement Fund9,965
0.0% of portfolio›$390.5K
State of Alaska, Department of Revenue9,278
0.0% of portfolio›$363
Fifth Third Bancorp8,959
0.0% of portfolio›$351.1K
Avidian Wealth Enterprises, LLC7,419
0.0% of portfolio›$290.8K
Pictet Asset Management Holding SA5,639
0.0% of portfolio›$221.0K
Axxion S.A.2,784
0.0% of portfolio›$109.1K
KBC Group NV1,576
0.0% of portfolio›$62
New York State Teachers Retirement System1,283
0.0% of portfolio›$50
Pinnacle Wealth Planning Services, Inc.1,249
0.0% of portfolio›$48.9K
Gamma Investing LLC1,217
0.0% of portfolio›$47.7K
Versant Capital Management, Inc887
0.0% of portfolio›$34.8K
Sterling Capital Management LLC851
0.0% of portfolio›$33.4K
Salomon & Ludwin, LLC846
0.0% of portfolio›$33.2K
Nisa Investment Advisors, LLC797
0.0% of portfolio›$31.2K
EverSource Wealth Advisors, LLC757
0.0% of portfolio›$29.7K
Mitsubishi UFJ Asset Management Co., Ltd.713
0.0% of portfolio›$27.9K
Harbor Capital Advisors, Inc.533
0.0% of portfolio›$21
IFP Advisors, Inc507
0.0% of portfolio›$19.9K
Essential Partners LLC416
0.0% of portfolio›$16.3K
TD Waterhouse Canada Inc.384
0.0% of portfolio›$15.0K
Fortitude Family Office, LLC371
0.0% of portfolio›$14.5K
Farther Finance Advisors, LLC338
0.0% of portfolio›$13.2K
Parkside Financial Bank & Trust327
0.0% of portfolio›$12.8K
Root Financial Partners, LLC278
0.0% of portfolio›$10.9K
Covestor Ltd226
0.0% of portfolio›$8
Assetmark, Inc198
0.0% of portfolio›$7.8K
True Wealth Design, LLC169
0.0% of portfolio›$6.6K
Farmers & Merchants Investments Inc42
0.0% of portfolio›$1.6K
Provenance Wealth Advisors, LLC37
0.0% of portfolio›$1.5K
WPG Advisers, LLC35
0.0% of portfolio›$1.4K
Cedar Mountain Advisors, LLC34
0.0% of portfolio›$1.3K
TD Private Client Wealth LLC30
0.0% of portfolio›$1.2K
Bare Financial Services, Inc26
0.0% of portfolio›$1.0K
Physician Wealth Advisors, Inc.26
0.0% of portfolio›$1.0K
SJS Investment Consulting Inc.22
0.0% of portfolio›$863
Valley National Advisers Inc14
0.0% of portfolio›$549
Caitong International Asset Management Co., Ltd14
0.0% of portfolio›$549
Ascentis Wealth Management, LLC12
0.0% of portfolio›$470
Gilpin Wealth Management, LLC11
0.0% of portfolio›$432
Larson Financial Group LLC11
0.0% of portfolio›$431
JFS Wealth Advisors, LLC10
0.0% of portfolio›$392
SBI Securities Co., Ltd.10
0.0% of portfolio›$392
UMB Private Wealth Management, LLC10
0.0% of portfolio›$392
Financial Consulate, Inc6
0.0% of portfolio›$236
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,459,995$96.4M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
884,553$34.7M0.6%Deep ValueHighWinter Park, FL2026-10-13
Leeward Investments, LLC - MA
479,837$18.8M1.0%Deep ValueLowBoston, MA2026-10-23
Bank of New York Mellon Corp
357,535$14.0M0.0%CoreLowNew York, NY2026-11-05
ProShare Advisors LLC
231,164$9.1M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
212,828$8.3M0.0%CoreLowDes Moines, IA2026-11-02
Thompson Siegel & Walmsley LLC
161,582$6.3K0.0%Deep ValueMediumRichmond, VA2026-11-05
Squire Investment Management Company, LLC
106,976$4.2M1.0%ETFVery LowOrem, UT2026-11-03
Creative Planning
44,366$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Mirae Asset Global Investments Co., Ltd.
42,447$1.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
38,795$1.5M0.0%CoreMediumNew York, NY2026-11-04
Moody National Bank Trust Division
35,642$1.4M0.1%CoreMediumGalveston, TX2026-10-06
Thrivent Financial for Lutherans
28,329$1.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Rosenthal | Henry Capital Advisors, Inc.
26,000$1.0M0.9%Deep ValueLowMishawaka, IN2026-10-27
Illinois Municipal Retirement Fund
23,314$913.7K0.0%CoreMediumOak Brook, IL2026-11-05
North Star Investment Management Corp.
22,000$862.2K0.0%CoreLowChicago, IL2026-10-27
Howard Financial Services, Ltd.
21,191$830.5K0.1%ETFLowDallas, TX2026-10-15
Louisiana State Employees Retirement System
19,000$744.6K0.0%IndexLowBaton Rouge, LA2026-10-20
Wealth Enhancement Advisory Services, LLC
18,158$693.3K0.0%CoreLowPlymouth, MN2026-10-13
True North Advisors, LLC
13,144$515.1K0.0%CoreMediumDallas, TX2026-10-22
Arizona State Retirement System
11,983$469.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
11,525$4520.0%CoreVery LowNew York, NY2026-10-23
Lido Advisors, LLC
11,251$440.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Yousif Capital Management, LLC
11,170$437.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Islay Capital Management, LLC
11,127$436.1K0.2%ETFMediumLubbock, TX2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,494$411.3K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
9,965$390.5K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
9,278$3630.0%CoreVery LowJuneau, AK2026-10-15
Fifth Third Bancorp
8,959$351.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Avidian Wealth Enterprises, LLC
7,419$290.8K0.0%ETFLowHouston, TX2026-10-08
Pictet Asset Management Holding SA
5,639$221.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Axxion S.A.
2,784$109.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
KBC Group NV
1,576$620.0%CoreMediumBrussels, Czech Republic2026-10-22
New York State Teachers Retirement System
1,283$500.0%CoreVery LowAlbany, NY2026-10-22
Pinnacle Wealth Planning Services, Inc.
1,249$48.9K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
1,217$47.7K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
887$34.8K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
851$33.4K0.0%GARPMediumCharlotte, NC2026-10-22
Salomon & Ludwin, LLC
846$33.2K0.0%ETFVery LowRichmond, VA2026-10-29
Nisa Investment Advisors, LLC
797$31.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
757$29.7K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
713$27.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Harbor Capital Advisors, Inc.
533$210.0%ValueHighChicago, IL2026-10-22
IFP Advisors, Inc
507$19.9K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
416$16.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
TD Waterhouse Canada Inc.
384$15.0K0.0%CoreLowToronto, Australia2026-10-16
Fortitude Family Office, LLC
371$14.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
338$13.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
327$12.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
278$10.9K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
226$80.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
198$7.8K0.0%ETFLowConcord, CA2026-10-21
True Wealth Design, LLC
169$6.6K0.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
42$1.6K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
37$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
WPG Advisers, LLC
35$1.4K0.0%CoreLowBaltimore, MD2026-10-27
Cedar Mountain Advisors, LLC
34$1.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
TD Private Client Wealth LLC
30$1.2K0.0%ETFLowNew York, NY2026-10-28
Bare Financial Services, Inc
26$1.0K0.0%ETFVery LowGap, PA2026-11-04
Physician Wealth Advisors, Inc.
26$1.0K0.0%ETFMediumMidvale, UT2026-10-20
SJS Investment Consulting Inc.
22$8630.0%ETFVery LowSylvania, OH2026-10-26
Valley National Advisers Inc
14$5490.0%ETFLowBethlehem, PA2026-10-23
Caitong International Asset Management Co., Ltd
14$5490.0%GrowthVery HighHong Kong, South Korea2026-10-29
Ascentis Wealth Management, LLC
12$4700.0%Agg GrowthLowDallas, TX2026-11-03
Gilpin Wealth Management, LLC
11$4320.0%GrowthLowDenver, CO2026-10-09
Larson Financial Group LLC
11$4310.0%GrowthLowSt Louis, MO2026-11-05
JFS Wealth Advisors, LLC
10$3920.0%ETFVery LowHermitage, PA2026-11-03
SBI Securities Co., Ltd.
10$3920.0%Agg GrowthLowTokyo, Mexico2026-10-22
UMB Private Wealth Management, LLC
10$3920.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
6$2360.0%ETFLowHunt Valley, MD2026-10-23