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Nb Bancorp shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Nb Bancorp (NBBK) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Nb Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Nb Bancorp held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nb Bancorp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $943k 48k 19.82
2025-09-30 $832k 47k 17.65
2025-06-30 $888k 50k 17.86
2025-03-31 $946k 52k 18.07
2024-12-31 $1.2M 64k 18.06
2024-09-30 $1.4M 74k 18.56
2024-06-30 $1.1M 74k 15.08
2024-03-31 $1.0M 76k 13.66

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Nb Bancorp

BlackRock
Pertento Partners
Vanguard Group
Wellington Management Company
State Street Corporation
Geode Capital Management
Hotchkis and Wiley Capital Management
AltraVue Capital
Goldman Sachs Group
Millennium Management
Tieton Capital Management
Nuveen
Charles Schwab Investment Management
FMR
Northern Trust

View all funds holding Nb Bancorp