NBHC — National Bk Hldgs Corp Cl A Institutional Holders · Q3 2026
Who owns National Bk Hldgs Corp Cl A (NBHC)? 8 institutions reported holding $1.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Moody National Bank Trust Division ($1.4M), Avidian Wealth Enterprises, LLC ($290,751), GAMMA Investing LLC ($47,694).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 35,642 | Hold |
| 2 | Avidian Wealth Enterprises, LLC | $290,751 | 7,419 | New |
| 3 | GAMMA Investing LLC | $47,694 | 1,217 | Added |
| 4 | Versant Capital Management, Inc | $34,762 | 887 | Added |
| 5 | Farther Finance Advisors, LLC | $13,246 | 338 | Added |
| 6 | GILPIN WEALTH MANAGEMENT, LLC | $432 | 11 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
| 8 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30