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NB Bancorp Inc (NBBK)

CUSIP: 63945M107 | NYSE | Financial Services · Banks - Regional | Small Cap | 270 institutional holders

Quarters

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

Geode Capital Management, LLC1,150,328
0.0% of portfolio›$25.5M
Dimensional Fund Advisors LP1,013,395
0.0% of portfolio›$22.4M
LSV Asset Management369,693
0.0% of portfolio›$8.2K
Hennessy Advisors Inc172,000
0.1% of portfolio›$3.8M
Bank of New York Mellon Corp171,109
0.0% of portfolio›$3.8M
International Assets Investment Management, LLC133,207
0.2% of portfolio›$3.0M
Principal Financial Group Inc104,451
0.0% of portfolio›$2.3M
Creative Planning90,919
0.0% of portfolio›$2.0M
Oppenheimer & Close, LLC82,999
1.1% of portfolio›$1.8M
Y-Intercept (Hong Kong) Ltd61,260
0.0% of portfolio›$1.4M
Lynch & Associates48,584
0.2% of portfolio›$1.1M
Nixon Peabody Trust Co48,516
0.1% of portfolio›$1.1M
Wedge Capital Management L L P45,215
0.0% of portfolio›$1.0M
Aviance Capital Partners, LLC38,173
0.1% of portfolio›$844.4K
Deutsche Bank Ag\36,387
0.0% of portfolio›$804.9K
Flagship Wealth Advisors, LLC34,350
0.2% of portfolio›$759.8K
Citigroup Inc32,581
0.0% of portfolio›$720.7K
Allspring Global Investments Holdings, LLC31,671
0.0% of portfolio›$705.3K
LPL Financial LLC26,451
0.0% of portfolio›$585.1K
Northeast Investment Management25,000
0.0% of portfolio›$553.0K
Barclays PLC22,106
0.0% of portfolio›$489.0K
MacKenzie Financial Corp21,579
0.0% of portfolio›$477.3K
Russell Investments Group, Ltd.21,061
0.0% of portfolio›$465.9K
Commonwealth Equity Services, LLC19,987
0.0% of portfolio›$442.1K
Kestra Private Wealth Services, LLC16,796
0.0% of portfolio›$371.5K
Rockland Trust Co15,969
0.0% of portfolio›$353.2K
Summit Wealth Group, LLC15,340
0.1% of portfolio›$339.3K
Flywheel Private Wealth LLC15,000
0.2% of portfolio›$331.8K
Sterling Capital Management LLC13,979
0.0% of portfolio›$309.2K
Fifth Third Bancorp13,558
0.0% of portfolio›$299.9K
Acadian Asset Management LLC12,549
0.0% of portfolio›$277
AFG Fiduciary Services Limited Partnership12,493
0.2% of portfolio›$277.6K
Farther Finance Advisors, LLC12,168
0.0% of portfolio›$269.2K
Simplex Trading, LLC11,394
0.0% of portfolio›$252.0K
Police & Firemen's Retirement System of New Jersey10,837
0.0% of portfolio›$239.7K
Arizona State Retirement System10,703
0.0% of portfolio›$236.8K
Gray Private Wealth, LLC10,588
0.1% of portfolio›$234.2K
Cambridge Investment Research Advisors, Inc.10,365
0.0% of portfolio›$229
Barrett & Company, Inc.10,000
0.1% of portfolio›$221.2K
Pension & Wealth Management Advisors, Inc.6,161
0.0% of portfolio›$136.3K
Allworth Financial LP5,971
0.0% of portfolio›$126.2K
Larson Financial Group LLC4,668
0.0% of portfolio›$103.3K
Cullen T Bankers, Inc.2,586
0.0% of portfolio›$57.2K
State of Alaska, Department of Revenue1,630
0.0% of portfolio›$36
EverSource Wealth Advisors, LLC1,415
0.0% of portfolio›$31.3K
Nisa Investment Advisors, LLC1,084
0.0% of portfolio›$24.0K
Signaturefd, LLC514
0.0% of portfolio›$11.4K
Covestor Ltd483
0.0% of portfolio›$11
Gamma Investing LLC464
0.0% of portfolio›$10.3K
Eastern Bank288
0.0% of portfolio›$6.4K
SJS Investment Consulting Inc.209
0.0% of portfolio›$4.6K
Strs Ohio200
0.0% of portfolio›$4.4K
IFP Advisors, Inc185
0.0% of portfolio›$4.1K
Parkside Financial Bank & Trust150
0.0% of portfolio›$3.3K
Essential Partners LLC144
0.0% of portfolio›$3.2K
Root Financial Partners, LLC113
0.0% of portfolio›$2.5K
US Bancorp \de\93
0.0% of portfolio›$2.1K
Silver Grove Financial Group, Inc.85
0.0% of portfolio›$1.9K
Parallel Advisors, LLC65
0.0% of portfolio›$1.4K
PNC Financial Services Group, Inc.57
0.0% of portfolio›$1.3K
American Capital Advisory, LLC50
0.0% of portfolio›$1.1K
Physician Wealth Advisors, Inc.17
0.0% of portfolio›$377
Assetmark, Inc14
0.0% of portfolio›$310
GK Wealth Management LLC6
0.0% of portfolio›$138
True Wealth Design, LLC2
0.0% of portfolio›$45
Hughes Financial Services, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,150,328$25.5M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
1,013,395$22.4M0.0%IndexLowAustin, TX2026-11-04
LSV Asset Management
369,693$8.2K0.0%Deep ValueLowChicago, IL2026-11-06
Hennessy Advisors Inc
172,000$3.8M0.1%Deep ValueMediumNovato, CA2026-10-28
Bank of New York Mellon Corp
171,109$3.8M0.0%CoreLowNew York, NY2026-11-05
International Assets Investment Management, LLC
133,207$3.0M0.2%GrowthMediumOrlando, FL2026-11-02
Principal Financial Group Inc
104,451$2.3M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
90,919$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Close, LLC
82,999$1.8M1.1%ValueMediumNew York, NY2026-11-09
Y-Intercept (Hong Kong) Ltd
61,260$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Lynch & Associates
48,584$1.1M0.2%CoreVery LowEvansville, IN2026-10-13
Nixon Peabody Trust Co
48,516$1.1M0.1%GrowthLowBoston, MA2026-10-23
Wedge Capital Management L L P
45,215$1.0M0.0%ValueMediumCharlotte, NC2026-10-13
Aviance Capital Partners, LLC
38,173$844.4K0.1%CoreLowNaples, FL2026-10-29
Deutsche Bank Ag\
36,387$804.9K0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-06
Flagship Wealth Advisors, LLC
34,350$759.8K0.2%ETFLowWakefield, MA2026-11-03
Citigroup Inc
32,581$720.7K0.0%CoreMediumNew York, NY2026-11-04
Allspring Global Investments Holdings, LLC
31,671$705.3K0.0%CoreMediumCharlotte, NC2026-11-04
LPL Financial LLC
26,451$585.1K0.0%IndexVery LowFort Mill, SC2026-11-06
Northeast Investment Management
25,000$553.0K0.0%GrowthVery LowBoston, MA2026-10-30
Barclays PLC
22,106$489.0K0.0%GrowthMediumLondon, United Kingdom2026-11-06
MacKenzie Financial Corp
21,579$477.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Russell Investments Group, Ltd.
21,061$465.9K0.0%CoreLowSeattle, WA2026-11-06
Commonwealth Equity Services, LLC
19,987$442.1K0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
16,796$371.5K0.0%GrowthLowAustin, TX2026-11-06
Rockland Trust Co
15,969$353.2K0.0%CoreLowHanover, MA2026-10-05
Summit Wealth Group, LLC
15,340$339.3K0.1%ETFVery LowWhite River Junction, VT2026-11-09
Flywheel Private Wealth LLC
15,000$331.8K0.2%ETFVery LowLos Altos, CA2026-11-02
Sterling Capital Management LLC
13,979$309.2K0.0%CoreMediumCharlotte, NC2026-10-22
Fifth Third Bancorp
13,558$299.9K0.0%GrowthLowCincinnati, OH2026-11-05
Acadian Asset Management LLC
12,549$2770.0%GARPMediumBoston, MA2026-11-09
AFG Fiduciary Services Limited Partnership
12,493$277.6K0.2%ETFVery LowHingham, MA2026-10-21
Farther Finance Advisors, LLC
12,168$269.2K0.0%IndexLowSan Francisco, CA2026-10-08
Simplex Trading, LLC
11,394$252.0K0.0%GARPVery HighChicago, IL2026-11-04
Police & Firemen's Retirement System of New Jersey
10,837$239.7K0.0%IndexVery LowTrenton, NJ2026-11-09
Arizona State Retirement System
10,703$236.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Gray Private Wealth, LLC
10,588$234.2K0.1%ETFVery LowCanton, MA2026-10-28
Cambridge Investment Research Advisors, Inc.
10,365$2290.0%ETFLowFairfield, IA2026-11-02
Barrett & Company, Inc.
10,000$221.2K0.1%ETFLowProvidence, RI2026-10-22
Pension & Wealth Management Advisors, Inc.
6,161$136.3K0.0%ETFLowWaltham, MA2026-10-16
Allworth Financial LP
5,971$126.2K0.0%ETFLowFolsom, CA2026-11-06
Larson Financial Group LLC
4,668$103.3K0.0%GrowthLowSt Louis, MO2026-11-05
Cullen T Bankers, Inc.
2,586$57.2K0.0%GrowthLowSan Antonio, TX2026-10-28
State of Alaska, Department of Revenue
1,630$360.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,415$31.3K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
1,084$24.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
514$11.4K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
483$110.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
464$10.3K0.0%IndexVery LowFoster City, CA2026-10-08
Eastern Bank
288$6.4K0.0%GrowthMediumBoston, MA2026-10-05
SJS Investment Consulting Inc.
209$4.6K0.0%ETFVery LowSylvania, OH2026-10-26
Strs Ohio
200$4.4K0.0%CoreMediumColumbus, OH2026-10-30
IFP Advisors, Inc
185$4.1K0.0%CoreLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
150$3.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Partners LLC
144$3.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
113$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
93$2.1K0.0%CoreLowMinneapolis, MN2026-11-05
Silver Grove Financial Group, Inc.
85$1.9K0.0%CoreLowOrchard Park, NY2026-11-05
Parallel Advisors, LLC
65$1.4K0.0%GrowthLowSan Francisco, CA2026-11-03
PNC Financial Services Group, Inc.
57$1.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
American Capital Advisory, LLC
50$1.1K0.0%ETFLowKetchum, ID2026-10-28
Physician Wealth Advisors, Inc.
17$3770.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
14$3100.0%ETFLowConcord, CA2026-10-21
GK Wealth Management LLC
6$1380.0%GARPVery HighReno, NV2026-10-09
True Wealth Design, LLC
2$450.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
1$230.0%ETFLowHerndon, VA2026-10-30