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CIBC World Markets’s NBT Bancorp NBTB Stock Holding History

CIBC World Markets’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
2025
Q2 		$262K Sell
6,312
-3,902
-38% -$162K ﹤0.01% 1158
2025
Q1 		$438K Buy
10,214
+5,907
+137% +$273K ﹤0.01% 1069
2024
Q4 		$206K Buy
+4,307
New +$205K ﹤0.01% 1115

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
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC World Markets's NBTB Position: Q2 2025 in Review

CIBC World Markets reduced its NBT Bancorp (NBTB) stake by 38% in Q2 2025, selling an estimated $162K and leaving 6,312 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

CIBC World Markets first reported a position in NBTB in Q4 2024 and has held it in 3 quarters since. The position peaked at $438K in Q1 2025. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • CIBC World Markets held 6,312 shares of NBT Bancorp worth $262K as of Q2 2025.
  • CIBC World Markets sold 3,902 NBT Bancorp shares in Q2 2025, an estimated $162K.
  • NBT Bancorp made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1158 holding.
  • CIBC World Markets first reported a position in NBT Bancorp in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's NBT Bancorp position peaked at $438K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.