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Equibles

Integrated Wealth Concepts LLC

Position in NBBK — NB Bancorp, Inc.

CIK 1737109 WALTHAM, MA
Back to NBBK Full portfolio

Position in NBBK

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$1,007,710
-$2,111 QoQ
Shares Held
47,691
-0.5% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 160 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NBBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $51,812,735 across 47 Banks - Regional names. NBBK ranks #13 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 22,140 $5,451,310
2 USB
US Bancorp \De\
 72,377 $4,371,570
3 OZK
Bank OZK
 82,416 $4,293,049
4 STBA
S&T Bancorp Inc
 84,805 $4,162,229
5 CFG
Citizens Financial Group Inc/Ri
 49,340 $3,457,253
6 TFC
Truist Financial Corp
 49,393 $2,460,759
7 HBAN
Huntington Bancshares Inc /Md/
 114,363 $2,027,655
8 FITB
Fifth Third Bancorp
 33,235 $1,873,456

All Filings in NBBK

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,007,710 47,691
2026-03-31 $1,009,821 47,927
2025-12-31 $943,352 47,596
2025-09-30 $831,562 47,114
2025-06-30 $888,356 49,740
2025-03-31 $946,325 52,370
2024-12-31 $1,163,136 64,404
2024-09-30 $1,377,912 74,241
2024-06-30 $1,116,990 74,071
2024-03-31 $1,039,129 76,071