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Annis Gardner Whiting Capital Advisors’s NBT Bancorp NBTB Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q4 		– Sell
-29
Closed -$1.21K – 1306
2025
Q3 		$1.21K Sell
29
-239
-89% -$10.3K ﹤0.01% 960
2025
Q2 		$11.1K Buy
+268
New +$11.2K ﹤0.01% 693

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's NBTB Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 29 shares — an estimated $1.21K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NBTB in Q2 2025 and held it in 2 quarters. The position peaked at $11.1K in Q2 2025. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 29 NBT Bancorp shares in Q4 2025, an estimated $1.21K.
  • Annis Gardner Whiting Capital Advisors first reported a position in NBT Bancorp in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's NBT Bancorp position peaked at $11.1K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.