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Nb Bancorp shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Nb Bancorp (NBBK) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Nb Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Nb Bancorp held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nb Bancorp by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $130k 6.2k 21.13
2026-03-31 $129k 6.1k 21.07
2025-12-31 $42k 2.1k 19.82
2025-09-30 $38k 2.1k 17.65
2025-06-30 $38k 2.1k 17.86

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Nb Bancorp

BlackRock
Pertento Partners
Vanguard Capital Management
AltraVue Capital
State Street Corporation
Geode Capital Management
Wellington Management Company
Goldman Sachs Group
Tieton Capital Management
Dimensional Fund Advisors
Nuveen
Hotchkis and Wiley Capital Management
FMR
Vanguard Portfolio Management
Two Sigma Investments

View all funds holding Nb Bancorp