NBBKNasdaqSavings Institutions, Not Federally CharteredFiscal year ends December 31
NB Bancorp, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$21.49−0.37 (-1.69%)
Close on Oct 19, 2026
- Market cap
- $859.61M
- P/E (TTM)
- 14.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51.5%
23M of 44M shares
Institutional holders
161
13 new, 26 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
28 buys · 1 sales
Net bought $902.48K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Needham Bank 401(k) Plan and Needham Bank Employee Stock Ownership Plan IRS No | 4,050,826 | 8.59% | 13G (passive) | Sep 30, 2024 |
| Needham Bank Employee Stock Ownership Plan Trust | 3,416,458 | 7.50% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 2,663,833 | 6.70% | 13G (passive) amendment | Sep 30, 2025 |
| Pertento Advisors LLC | 2,338,987 | 5.10% | 13G (passive) amendment | Dec 1, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NBBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,331,544 | 7.60% | $70.40M | +247,322 | 0.00% |
| Vanguard Capital Management LLC | 1,670,835 | 3.81% | $35.30M | −33,093 | 0.00% |
| AltraVue Capital, LLC | 1,655,108 | 3.78% | $34.97M | +351,028 | 2.52% |
| Pertento Partners LLP | 1,475,770 | 3.37% | $31.18M | −730,896 | 1.68% |
| State Street Corp | 1,471,766 | 3.36% | $31.10M | +178,228 | 0.00% |
| Geode Capital Management, LLC | 1,153,217 | 2.63% | $24.37M | +54,287 | 0.00% |
| Dimensional Fund Advisors LP | 753,320 | 1.72% | $15.92M | +230,936 | 0.00% |
| Goldman Sachs Group Inc | 571,954 | 1.31% | $12.09M | −119,714 | 0.00% |
| Tieton Capital Management, LLC | 546,600 | 1.25% | $11.55K | −6,970 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 501,172 | 1.14% | $10.59M | +50,400 | 0.03% |
| Nuveen, LLC | 498,869 | 1.14% | $10.54M | +10,836 | 0.00% |
| FMR LLC | 497,305 | 1.13% | $10.51M | +59,580 | 0.00% |
| Vanguard Portfolio Management LLC | 397,046 | 0.91% | $8.39M | +10,914 | 0.00% |
| Legato Capital Management LLC | 366,090 | 0.84% | $7.74M | +90,020 | 0.64% |
| Northern Trust Corp | 360,492 | 0.82% | $7.62M | +25,132 | 0.00% |
| New York State Common Retirement Fund | 346,155 | 0.79% | $7.31M | +85,570 | 0.01% |
| Charles Schwab Investment Management Inc | 318,612 | 0.73% | $6.73M | +247 | 0.00% |
| Citadel Advisors LLC | 289,814 | 0.66% | $6.12M | +173,443 | 0.00% |
| Two Sigma Investments, LP | 277,027 | 0.63% | $5.85M | −94,780 | 0.00% |
| American Century Companies Inc | 261,866 | 0.60% | $5.53M | −1,790 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 161 | 23M | 51.5% | 13 / 70 | 48 / 26 | 2M | 3M |
| Q1 2026 | 177 | 23M | 52.7% | 32 / 66 | 44 / 17 | 6M | 2M |
| Q4 2025 | 164 | 22M | 50.8% | 34 / 78 | 35 / 13 | 5M | 2M |
| Q3 2025 | 146 | 19M | 44.1% | 28 / 44 | 45 / 13 | 2M | 1M |
| Q2 2025 | 131 | 19M | 42.8% | 22 / 43 | 46 / 11 | 2M | 2M |
| Q1 2025 | 121 | 18M | 41.9% | 21 / 37 | 37 / 11 | 1M | 1M |
| Q4 2024 | 113 | 18M | 41.5% | 15 / 39 | 35 / 9 | 1M | 2M |
| Q3 2024 | 108 | 19M | 43.6% | 29 / 36 | 23 / 12 | 7M | 1M |
| Q2 2024 | 92 | 17M | 38.5% | 42 / 21 | 14 / 6 | 8M | 1M |
| Q1 2024 | 56 | 10M | 22.4% | 43 / 8 | 3 / 4 | 8M | 1M |
| Q4 2023 | 17 | 3M | 5.9% | 17 / 0 | 0 / 0 | 3M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NBBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,191,725 | 2.72% | $25.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,070,876 | 2.44% | $22.63M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 450,046 | 1.03% | $9.51M | 0.20% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 443,068 | 1.01% | $10.19M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 440,301 | 1.00% | $9.30M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 440,200 | 1.00% | $9.30M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 394,982 | 0.90% | $8.35M | 0.06% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 379,380 | 0.87% | $8.02M | 0.14% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 205,063 | 0.47% | $4.11M | 0.02% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 202,538 | 0.46% | $4.06M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 186,755 | 0.43% | $3.74M | 0.02% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 181,399 | 0.41% | $3.83M | 0.16% | Jun 30, 2026 |
| Hennessy Small Cap Financial Fund | 178,000 | 0.41% | $4.10M | 5.32% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 155,149 | 0.35% | $3.11M | 0.01% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 138,936 | 0.32% | $3.20M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph P. Campanelli | President & CEO, Director | 484,687 | 1.11% | Aug 21, 2026 |
| Jean-Pierre Lapointe | SEVP and CFO | 116,649 | 0.27% | Aug 21, 2026 |
| Kevin Henkin | EVP, Chief Credit Officer | 15,180 | 0.03% | Aug 18, 2026 |
| Christine Roberts | SEVP and COO | 71,081 | 0.16% | Apr 27, 2026 |
| Matthew G. Schulman | EVP, President Needham Prv Bnk | 0 | – | Mar 30, 2026 |
| Paul A. Evangelista | EVP, Dir Spec. Bank. Ctr. | 51,771 | 0.12% | Feb 27, 2026 |
| Matthew Richardson | EVP, Treasury & Cash Mgmt Svcs | 13,749 | 0.03% | Feb 27, 2026 |
| James B. Daley | EVP - Dir C&I Banking | 16,271 | 0.04% | Feb 27, 2026 |
| James J. White | EVP, Chief Administrative Offc | 60,473 | 0.14% | Feb 27, 2026 |
| Stephanie Maiona | EVP, Dir CRE Banking | 50,726 | 0.12% | Feb 27, 2026 |
| Peter Bakkala | EVP and Chief Risk Officer | 32,488 | 0.07% | Jun 18, 2025 |
| Joseph R. Nolan Jr | Director | 87,739 | 0.20% | May 15, 2026 |
| Angela Jackson | Director | 81,255 | 0.19% | May 15, 2026 |
| William Darcey | Director | 162,639 | 0.37% | May 15, 2026 |
| Christopher R. Lynch | Director | 156,922 | 0.36% | May 15, 2026 |
| Mark Whalen | Director | 107,639 | 0.25% | May 15, 2026 |
| Kenneth C. Montgomery | Director | 85,140 | 0.19% | May 15, 2026 |
| Hope Pascucci | Director | 222,402 | 0.51% | Apr 24, 2026 |
| Mary Susan Elliott | Director | 117,195 | 0.27% | Jan 30, 2026 |
| Paul J. Ayoub | Director | 97,512 | 0.22% | Jan 6, 2026 |
| Francis Orfanello | Director | 143,140 | 0.33% | Jan 6, 2026 |
| Joseph B. Reilly | Director | 53,277 | 0.12% | Jan 6, 2026 |
| Muhammad Raza | Director | 81,345 | 0.19% | Jan 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jean-Pierre Lapointe SEVP and CFO | Aug 20, 2026 | Buy | +200 | $21.80 | $4.36K | 110,531 |
| Joseph P. Campanelli President & CEO, Director | Aug 20, 2026 | Buy | +2,000 | $21.75 | $43.50K | 379,790 |
| Kevin Henkin EVP, Chief Credit Officer | Aug 14, 2026 | Sale | −2,000 | $22.93 | $45.86K | 6,874 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +133 | $19.17 | $2.55K | 375,423 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +500 | $19.16 | $9.58K | 375,290 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +767 | $19.18 | $14.71K | 376,690 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +100 | $19.21 | $1.92K | 377,543 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +253 | $19.20 | $4.86K | 377,443 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +500 | $19.19 | $9.60K | 377,190 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +400 | $19.18 | $7.67K | 375,823 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +100 | $19.18 | $1.92K | 375,923 |
| Joseph P. Campanelli President & CEO, Director | May 15, 2026 | Buy | +247 | $19.21 | $4.74K | 377,790 |
| Kenneth C. Montgomery Director | Apr 24, 2026 | Tax withholding | −5,015 | $19.82 | $99.40K | 80,125 |
| Christopher R. Lynch Director | Apr 24, 2026 | Tax withholding | −4,150 | $19.82 | $82.25K | 92,772 |
| Mark Whalen Director | Apr 24, 2026 | Tax withholding | −4,918 | $19.82 | $97.47K | 72,721 |
| Christine Roberts SEVP and COO | Apr 24, 2026 | Tax withholding | −3,589 | $19.82 | $71.13K | 71,081 |
| William Darcey Director | Apr 24, 2026 | Tax withholding | −4,918 | $19.82 | $97.47K | 77,721 |
| Joseph R. Nolan Jr Director | Apr 24, 2026 | Tax withholding | −4,918 | $19.82 | $97.47K | 82,821 |
| Angela Jackson Director | Apr 24, 2026 | Tax withholding | −4,918 | $19.82 | $97.47K | 76,337 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +500 | $19.37 | $9.69K | 373,290 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +180 | $19.34 | $3.48K | 372,790 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +320 | $19.33 | $6.19K | 372,610 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Tax withholding | −24,371 | $19.82 | $483.03K | 372,290 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +500 | $19.63 | $9.82K | 374,790 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +722 | $19.45 | $14.04K | 374,012 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +178 | $19.46 | $3.46K | 374,190 |
| Joseph P. Campanelli President & CEO, Director | Apr 24, 2026 | Buy | +100 | $19.47 | $1.95K | 374,290 |
| Hope Pascucci Director | Apr 24, 2026 | Buy | +10,000 | $19.49 | $194.90K | 142,402 |
| Hope Pascucci Director | Apr 24, 2026 | Buy | +10,000 | $19.44 | $194.40K | 132,402 |
| Joseph P. Campanelli President & CEO, Director | Mar 19, 2026 | Buy | +2,500 | $20.16 | $50.40K | 396,661 |
| Matthew G. Schulman EVP, President Needham Prv Bnk | Mar 9, 2026 | Award | +6,980 | – | – | 6,980 |
| Jean-Pierre Lapointe SEVP and CFO | Mar 9, 2026 | Buy | +1,000 | $20.42 | $20.42K | 110,331 |
| Joseph P. Campanelli President & CEO, Director | Mar 6, 2026 | Buy | +3,000 | $20.77 | $62.31K | 3,000 |
| Joseph P. Campanelli President & CEO, Director | Mar 6, 2026 | Buy | +2,000 | $20.78 | $41.56K | 47,000 |
| Joseph P. Campanelli President & CEO, Director | Mar 6, 2026 | Buy | +2,000 | $20.78 | $41.56K | 47,000 |
| Joseph P. Campanelli President & CEO, Director | Mar 6, 2026 | Buy | +3,000 | $20.77 | $62.31K | 3,000 |
| James B. Daley EVP - Dir C&I Banking | Feb 25, 2026 | Award | +6,874 | – | – | 6,874 |
| James J. White EVP, Chief Administrative Offc | Feb 25, 2026 | Award | +6,874 | – | – | 16,874 |
| Stephanie Maiona EVP, Dir CRE Banking | Feb 25, 2026 | Award | +6,874 | – | – | 6,874 |
| Joseph P. Campanelli President & CEO, Director | Feb 25, 2026 | Award | +63,015 | – | – | 394,161 |
| Christine Roberts SEVP and COO | Feb 25, 2026 | Award | +13,749 | – | – | 74,670 |
| Paul A. Evangelista EVP, Dir Spec. Bank. Ctr. | Feb 25, 2026 | Award | +6,874 | – | – | 33,440 |
| Matthew Richardson EVP, Treasury & Cash Mgmt Svcs | Feb 25, 2026 | Award | +13,749 | – | – | 13,749 |
| Kevin Henkin EVP, Chief Credit Officer | Feb 25, 2026 | Award | +6,874 | – | – | 8,874 |
| Jean-Pierre Lapointe SEVP and CFO | Feb 25, 2026 | Award | +13,749 | – | – | 109,331 |
| Francis Orfanello Director | Jan 2, 2026 | Award | +5,403 | – | – | 135,640 |
| Angela Jackson Director | Jan 2, 2026 | Award | +2,402 | – | – | 81,255 |
| Paul J. Ayoub Director | Jan 2, 2026 | Award | +7,205 | – | – | 82,512 |
| William Darcey Director | Jan 2, 2026 | Award | +2,402 | – | – | 82,639 |
| Hope Pascucci Director | Jan 2, 2026 | Award | +2,402 | – | – | 122,402 |
| Joseph R. Nolan Jr Director | Jan 2, 2026 | Award | +2,402 | – | – | 87,739 |
| Christopher R. Lynch Director | Jan 2, 2026 | Award | +7,685 | – | – | 96,922 |
| Joseph B. Reilly Director | Jan 2, 2026 | Award | +2,402 | – | – | 14,414 |
| Mark Whalen Director | Jan 2, 2026 | Award | +2,402 | – | – | 77,639 |
| Mary Susan Elliott Director | Jan 2, 2026 | Award | +5,524 | – | – | 105,761 |
| Muhammad Raza Director | Jan 2, 2026 | Award | +2,402 | – | – | 77,639 |
| Kenneth C. Montgomery Director | Jan 2, 2026 | Award | +4,803 | – | – | 85,140 |
| Paul A. Evangelista EVP, Dir Spec. Bank. Ctr. | Dec 19, 2025 | Buy | +2,000 | $20.87 | $41.74K | 26,566 |
| Christopher R. Lynch Director | Nov 10, 2025 | Gift | −2,725 | – | – | 89,237 |
| Christopher R. Lynch Director | Oct 30, 2025 | Gift | −600 | – | – | 91,962 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.