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Avior Wealth Management’s NBT Bancorp NBTB Stock Holding History

Avior 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
Q1 		– Sell
-16
Closed -$764 – 1755
2024
Q4 		$764 Hold
16
– – ﹤0.01% 2230
2024
Q3 		$707 Hold
16
– – ﹤0.01% 2126
2024
Q2 		$617 Sell
16
-8
-33% -$289 ﹤0.01% 2093
2024
Q1 		$880 Buy
+24
New +$868 ﹤0.01% 2428

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Avior Wealth Management's NBTB Position: Q1 2025 in Review

Avior Wealth Management sold out of NBT Bancorp (NBTB) in Q1 2025, closing a stake of 16 shares — an estimated $764 sold.

Avior Wealth Management first reported a position in NBTB in Q1 2024 and held it in 4 quarters. The position peaked at $880 in Q1 2024. 230 funds tracked by Wall St. Rank hold NBTB as of Q1 2025.

  • Avior Wealth Management reported no remaining NBT Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 NBT Bancorp shares in Q1 2025, an estimated $764.
  • Avior Wealth Management first reported a position in NBT Bancorp in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's NBT Bancorp position peaked at $880 in Q1 2024.
  • 230 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.