Atria Wealth Solutions’s NBT Bancorp NBTB Stock Holding History

Atria Wealth Solutions’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 Q2	$287K	Sell	6,903 -60	-0.9%	-$2.5K	0.01%	1178
2025 Q1	$299K	Buy	6,963 +101	+1%	+$4.67K	﹤0.01%	1469
2024 Q4	$328K	Hold	6,862	–	–	﹤0.01%	1491
2024 Q3	$304K	Sell	6,862 -412	-6%	-$18.6K	﹤0.01%	1508
2024 Q2	$281K	Hold	7,274	–	–	﹤0.01%	1546
2024 Q1	$267K	Buy	7,274 +25	+0.3%	+$905	﹤0.01%	1635
2023 Q4	$304K	Hold	7,249	–	–	﹤0.01%	1489
2023 Q3	$230K	Sell	7,249 -181	-2%	-$6.2K	﹤0.01%	1602
2023 Q2	$237K	Hold	7,430	–	–	﹤0.01%	1595
2023 Q1	$250K	Buy	7,430 +142	+2%	+$5.57K	﹤0.01%	1523
2022 Q4	$316K	Hold	7,288	–	–	0.01%	1330
2022 Q3	$277K	Buy	+7,288	New	+$288K	﹤0.01%	1349
2022 Q2	–	Sell	-7,288	Closed	-$263K	–	1805
2022 Q1	$263K	Buy	+7,288	New	+$283K	﹤0.01%	1388

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's NBTB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NBT Bancorp (NBTB) stake by 0.86% in Q2 2025, selling an estimated $2.5K and leaving 6,903 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1178.

Atria Wealth Solutions first reported a position in NBTB in Q1 2022 and has held it in 13 quarters since. The position peaked at $328K in Q4 2024. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

Atria Wealth Solutions held 6,903 shares of NBT Bancorp worth $287K as of Q2 2025.
Atria Wealth Solutions sold 60 NBT Bancorp shares in Q2 2025, an estimated $2.5K.
NBT Bancorp made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1178 holding.
Atria Wealth Solutions first reported a position in NBT Bancorp in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's NBT Bancorp position peaked at $328K in Q4 2024.
251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.