CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NBT Bancorp NBTB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NBTB Stock Details NBTB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$215K Buy
2025
Q1 		– Sell
2024
Q4 		$264K Buy
2022
Q3 		– Sell
2022
Q2 		$88K Buy
2022
Q1 		$79K Buy
2021
Q4 		$28K Sell
2021
Q3 		$26K Buy
2021
Q2 		$23K Sell
2021
Q1 		$27K Buy
2020
Q4 		$3K Buy