Cerity Partners’s NBT Bancorp NBTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
24,065
+9,625
+67% +$404K ﹤0.01% 1520
2025
Q1
$619K Buy
+14,440
New +$619K ﹤0.01% 1642