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AllSquare Wealth Management’s NBT Bancorp NBTB Stock Holding History

AllSquare Wealth Management’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.74K Buy
66
+1
+2% +$43 ﹤0.01% 455
2025
Q2 		$2.7K Buy
65
+1
+2% +$42 ﹤0.01% 461
2025
Q1 		$2.76K Hold
64
– – ﹤0.01% 458
2024
Q4 		$3.05K Hold
64
– – ﹤0.01% 450
2024
Q3 		$2.81K Buy
64
+1
+2% +$45 ﹤0.01% 457
2024
Q2 		$2.43K Buy
63
+1
+2% +$36 ﹤0.01% 459
2024
Q1 		$2.29K Hold
62
– – ﹤0.01% 462
2023
Q4 		$2.59K Buy
62
+1
+2% +$36 ﹤0.01% 454
2023
Q3 		$1.95K Sell
61
-2,410
-98% -$82.5K ﹤0.01% 470
2023
Q2 		$85.9K Hold
2,471
– – 0.06% 156
2023
Q1 		$83.3K Hold
2,471
– – 0.05% 163
2022
Q4 		$107K Hold
2,471
– – 0.07% 129
2022
Q3 		$94K Buy
2,471
+1
+0% +$39 0.07% 127
2022
Q2 		$93K Hold
2,470
– – 0.06% 139
2022
Q1 		$89K Buy
2,470
+1
+0% +$39 0.05% 161
2021
Q4 		$95K Buy
2,469
+25
+1% +$933 0.06% 158
2021
Q3 		$88K Hold
2,444
– – 0.05% 162
2021
Q2 		$88K Buy
2,444
+1
+0% +$39 0.05% 175
2021
Q1 		$97K Hold
2,443
– – 0.06% 151
2020
Q4 		$78K Hold
2,443
– – 0.05% 163
2020
Q3 		$66K Hold
2,443
– – 0.05% 163
2020
Q2 		$75K Buy
2,443
+1
+0% +$31 0.06% 142
2020
Q1 		$79K Hold
2,442
– – 0.07% 129
2019
Q4 		$99K Hold
2,442
– – 0.07% 128
2019
Q3 		$89K Buy
2,442
+18
+0.7% +$659 0.07% 136
2019
Q2 		$91K Buy
2,424
+17
+0.7% +$632 0.07% 132
2019
Q1 		$87K Buy
2,407
+36
+2% +$1.33K 0.07% 139
2018
Q4 		$82K Buy
2,371
+27
+1% +$992 0.07% 129
2018
Q3 		$90K Buy
2,344
+14
+0.6% +$558 0.07% 127
2018
Q2 		$89K Buy
2,330
+15
+0.6% +$566 0.07% 130
2018
Q1 		$82K Buy
2,315
+14
+0.6% +$513 0.07% 120
2017
Q4 		$85K Buy
2,301
+14
+0.6% +$528 0.07% 115
2017
Q3 		$84K Buy
2,287
+16
+0.7% +$559 0.07% 108
2017
Q2 		$84K Buy
2,271
+13
+0.6% +$483 0.09% 60
2017
Q1 		$84K Buy
2,258
+13
+0.6% +$524 0.07% 102
2016
Q4 		$94K Buy
2,245
+12
+0.5% +$446 0.09% 99
2016
Q3 		$73K Buy
2,233
+16
+0.7% +$495 0.07% 98
2016
Q2 		$63K Buy
2,217
+17
+0.8% +$478 0.06% 103
2016
Q1 		$59K Buy
2,200
+18
+0.8% +$468 0.06% 107
2015
Q4 		$61K Buy
2,182
+17
+0.8% +$484 0.06% 103
2015
Q3 		$58K Buy
2,165
+18
+0.8% +$477 0.06% 105
2015
Q2 		$56K Buy
2,147
+18
+0.8% +$452 0.05% 117
2015
Q1 		$53K Hold
2,129
– – 0.05% 122
2014
Q4 		$56K Buy
+2,129
New +$52.5K 0.05% 117

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

AllSquare Wealth Management's NBTB Position: Q3 2025 in Review

AllSquare Wealth Management increased its NBT Bancorp (NBTB) stake by 1.5% in Q3 2025, buying an estimated $43 and bringing the position to 66 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

AllSquare Wealth Management first reported a position in NBTB in Q4 2014 and has held it in 44 quarters since. The position peaked at $107K in Q4 2022. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

  • AllSquare Wealth Management held 66 shares of NBT Bancorp worth $2.74K as of Q3 2025.
  • AllSquare Wealth Management bought 1 NBT Bancorp share in Q3 2025, an estimated $43.
  • NBT Bancorp made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #455 holding.
  • AllSquare Wealth Management first reported a position in NBT Bancorp in Q4 2014 and has held it in 44 quarters since.
  • AllSquare Wealth Management's NBT Bancorp position peaked at $107K in Q4 2022.
  • 262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.