STOCK TITAN

Wellington holds 4.51M Northpointe Bancshares shares (NPB) — 13.07% stake

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management filed an Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 4,507,932 shares of Northpointe Bancshares, Inc. Common Stock, representing 13.07% of the class as shown on the cover pages.

The filing states these shares are owned of record by clients of Wellington investment advisers and that shared voting and dispositive power over 4,507,932 shares is held across Wellington entities. The filing identifies the CUSIP 66661N886 and includes the 03/31/2026 reference on the cover pages.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a ~13% passive stake held for clients.

Wellington Management and affiliated holding entities report shared voting and dispositive power over 4,507,932 shares of Northpointe Bancshares, representing 13.07%. The filing attributes record ownership to clients of the Wellington investment advisers rather than to a single investor.

Ownership is structured through multiple holding and adviser entities; the filing lists relevant affiliates and notes clients' rights to dividends or sale proceeds. Cash‑flow treatment and any planned disposition activity are not stated in the excerpt; subsequent filings would disclose changes in position.

Disclosure clarifies control attribution across Wellington entities.

The schedule specifies shared voting/dispositive power figures and identifies parent and adviser entities (e.g., Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP). The statement in Item 6 explains record ownership by adviser clients, and lists specific client entities where applicable.

Qualifiers about client-level holdings (no single client known over 5%) are included; the filing preserves the passive, advisory nature of ownership as presented. Material changes would appear in future amendments.

Shares beneficially owned 4,507,932 shares reported on Amendment No. 2 cover pages
Percent of class 13.07% percent of common stock reported in Item 4(b)
CUSIP 66661N886 Northpointe Bancshares Common Stock
Cover reference date 03/31/2026 date shown on cover pages
Signature date 05/15/2026 dates on signed amendment pages
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 4,507,932.00"
investment adviser (IA) financial
"Wellington Management Company LLP - IA"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.
Schedule 13G/A regulatory
"Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington report in Northpointe Bancshares (NPB)?

Wellington reports beneficial ownership of 4,507,932 shares, representing 13.07% of Northpointe Bancshares common stock. The filing lists shared voting and dispositive power across Wellington entities and cites CUSIP 66661N886.

Are the Wellington shares owned directly or on behalf of clients?

The filing states the shares are owned of record by clients of Wellington investment advisers. Wellington reports shared voting and dispositive power, and Item 6 explains client entitlement to dividends or sale proceeds.

Which Wellington entities are named in the Schedule 13G/A for NPB?

Named filers include Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, with affiliated investment advisers listed in Item 7.

What date or period does the Schedule 13G/A reference for this ownership?

The cover pages include the reference date 03/31/2026. Signatures on the amendment are dated 05/15/2026, as shown in the filing excerpt.

Does the filing identify any single client holding more than 5% of NPB?

Item 6 states no client is known to hold more than 5% of the class, except for named entities where applicable; the filing lists specific client entities in Item 6 where relevant.





66661N886

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026