Beacon Pointe Advisors’s NBT Bancorp NBTB Stock Holding History

Beacon Pointe 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
2026 Q1	$747K	Buy	+17,550	New	+$761K	﹤0.01%	1109
2025 Q3	–	Sell	-17,543	Closed	-$729K	–	1477
2025 Q2	$729K	Hold	17,543	–	–	0.01%	774
2025 Q1	$753K	Sell	17,543 -166	-0.9%	-$7.67K	0.01%	712
2024 Q4	$846K	Hold	17,709	–	–	0.01%	687
2024 Q3	$783K	Hold	17,709	–	–	0.01%	703
2024 Q2	$684K	Hold	17,709	–	–	0.01%	761
2024 Q1	$650K	Sell	17,709 -394	-2%	-$14.3K	0.01%	818
2023 Q4	$759K	Buy	18,103 +394	+2%	+$14.2K	0.01%	754
2023 Q3	$561K	Sell	17,709 -354	-2%	-$12.1K	0.01%	832
2023 Q2	$575K	Hold	18,063	–	–	0.01%	670
2023 Q1	$609K	Hold	18,063	–	–	0.01%	702
2022 Q4	$784K	Hold	18,063	–	–	0.02%	562
2022 Q3	$685K	Hold	18,063	–	–	0.02%	550
2022 Q2	$678K	Hold	18,063	–	–	0.01%	570
2022 Q1	$653K	Buy	+18,063	New	+$702K	0.01%	732

Other funds holding NBTB

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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