Monitor for any future amendments that show an increase above 5.5% or a conversion to a 13D, which would signal activist intent. For now, this is a routine passive filing with no immediate trading catalyst.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.5% passive stake in National Bank Holdings Corp as of September 30, 2026, holding 2,459,995 shares. This is a new filing from Dimensional, adding to a series of recent 13G filings from other passive investors (State Street Corp, BlackRock, William Blair) over the past several months. The filing is routine and does not indicate any activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP filed a Schedule 13G disclosing beneficial ownership of 2,459,995 shares of National Bank Holdings Corp common stock.
- The stake represents 5.5% of shares outstanding as of September 30, 2026.
- Dimensional is a registered investment adviser and holds the shares on behalf of various funds; it disclaims beneficial ownership.
- This is a new filing from Dimensional; prior 13G filings from State Street Corp (August 2026), BlackRock (July 2026), and William Blair (May 2026) were also passive.
- Dimensional certifies the securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control.
Financial Impact
No financial impact; passive 5.5% stake disclosure with no control intent.
Risk Factors
- No material risks identified from this passive filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001052 |
| Document: 0000354204-26-001052-index.html | 0000354204-26-001052 |
| Document: 0000354204-26-001052.txt | 0000354204-26-001052 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | SC 13G | $38.18 $37.74 | ▼ −1.15% | ▼ −0.88% | $39.05 (+2.28%) |
Oct 1, 2026 25d ago | 8-K | $38.06 $37.93 | ▲ +0.34% | ▲ +1.50% | $39.05 (−2.60%) |
Jul 27, 2026 13w ago | 8-K | $42.63 $43.19 | ▲ +1.31% | ▼ −0.96% | $39.05 (−8.40%) |
Jul 21, 2026 13w ago | Press Release | $43.70 $42.57 | ▲ +2.59% | ▲ +0.18% | $39.05 (+10.64%) |
Apr 21, 2026 26w ago | 8-K | $41.53 $43.05 | ▲ +3.66% | ▲ +3.61% | $39.05 (−5.97%) |
Apr 21, 2026 26w ago | Press Release | $41.53 $43.05 | ▲ +3.66% | ▲ +3.61% | $39.05 (−5.97%) |
Apr 8, 2026 28w ago | Press Release | $42.02 $41.25 | ▼ −1.83% | ▼ −5.02% | $39.05 (−7.07%) |
US Market Status
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