Position in NBBK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$421,400
+$25,000 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Investment Advisory Group, LLC holds $421,400 across 1 Banks - Regional name. NBBK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBBK |
NB Bancorp, Inc.
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|
20,000 | $421,400 |
All Filings in NBBK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,400 | 20,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $396,400 | 20,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $353,000 | 20,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $357,200 | 20,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $361,400 | 20,000 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||