Burney Company’s NBT Bancorp NBTB Stock Holding History

Burney Company’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 Q2	$207K	Buy	+4,185	New	+$191K	0.01%	594
2026 Q1	–	Sell	-9,242	Closed	-$384K	–	623
2025 Q4	$384K	Hold	9,242	–	–	0.01%	484
2025 Q3	$386K	Hold	9,242	–	–	0.01%	460
2025 Q2	$384K	Hold	9,242	–	–	0.01%	458
2025 Q1	$396K	Hold	9,242	–	–	0.01%	447
2024 Q4	$441K	Buy	+9,242	New	+$440K	0.02%	441

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