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Cambria Investment Management’s NBT Bancorp NBTB Stock Holding History

Cambria Investment 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
2023
Q2 		– Sell
-15,705
Closed -$529K – 304
2023
Q1 		$529K Sell
15,705
-12,374
-44% -$485K 0.04% 207
2022
Q4 		$1.22M Buy
+28,079
New +$1.24M 0.1% 156

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambria Investment Management's NBTB Position: Q2 2023 in Review

Cambria Investment Management sold out of NBT Bancorp (NBTB) in Q2 2023, closing a stake of 15,705 shares — an estimated $529K sold.

Cambria Investment Management first reported a position in NBTB in Q4 2022 and held it in 2 quarters. The position peaked at $1.22M in Q4 2022. 179 funds tracked by Wall St. Rank hold NBTB as of Q2 2023.

  • Cambria Investment Management reported no remaining NBT Bancorp position as of Q2 2023 after selling out during the quarter.
  • Cambria Investment Management sold 15,705 NBT Bancorp shares in Q2 2023, an estimated $529K.
  • Cambria Investment Management first reported a position in NBT Bancorp in Q4 2022 and held it in 2 quarters.
  • Cambria Investment Management's NBT Bancorp position peaked at $1.22M in Q4 2022.
  • 179 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2023.

Based on Cambria Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.