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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return