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Nb Bancorp shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in Nb Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nb Bancorp by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 15k 19.82

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

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