Bradley Foster & Sargent’s NBT Bancorp NBTB Stock Holding History

Bradley Foster & Sargent’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	$384K	Hold	9,027	–	–	0.01%	424
2025 Q4	$375K	Buy	9,027 +760	+9%	+$31.6K	0.01%	432
2025 Q3	$346K	Sell	8,267 -760	-8%	-$32.6K	0.01%	442
2025 Q2	$375K	Sell	9,027 -971	-10%	-$40.4K	0.01%	430
2025 Q1	$429K	Sell	9,998 -2,366	-19%	-$109K	0.01%	357
2024 Q4	$591K	Hold	12,364	–	–	0.01%	336
2024 Q3	$547K	Sell	12,364 -15,849	-56%	-$715K	0.01%	350
2024 Q2	$1.09M	Buy	28,213 +9,349	+50%	+$338K	0.02%	265
2024 Q1	$692K	Sell	18,864 -48,104	-72%	-$1.74M	0.01%	312
2023 Q4	$2.81M	Buy	+66,968	New	+$2.42M	0.05%	176

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