PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in NBBK — NB Bancorp, Inc.
CIK 2145782
WALTHAM, MA
Position in NBBK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$130,055
+$665 QoQ
Shares Held
6,155
+0.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#121
of 158 holders
Holding Since
Jun 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 Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names. NBBK ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
33,501 | $447,573 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
10,402 | $231,340 | |
| 3 | NBBK |
NB Bancorp, Inc.
This page
|
6,155 | $130,055 | |
| 4 | MTB |
M&T Bank Corp
|
501 | $119,243 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,030 | $72,172 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 7 | USB |
US Bancorp \De\
|
625 | $37,750 | |
| 8 | WAL |
Western Alliance Bancorporation
|
132 | $10,850 |
All Filings in NBBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,055 | 6,155 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $129,390 | 6,141 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $42,315 | 2,135 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $37,682 | 2,135 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $38,131 | 2,135 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||