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Clearstead Advisors’s NBT Bancorp NBTB Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-256
Closed -$10.6K – 3186
2025
Q2 		$10.6K Hold
256
– – ﹤0.01% 1869
2025
Q1 		$11K Sell
256
-64
-20% -$2.96K ﹤0.01% 1589
2024
Q4 		$15.3K Hold
320
– – ﹤0.01% 1465
2024
Q3 		$14.2K Hold
320
– – ﹤0.01% 1512
2024
Q2 		$12.4K Buy
+320
New +$11.6K ﹤0.01% 1502

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Clearstead Advisors's NBTB Position: Q3 2025 in Review

Clearstead Advisors sold out of NBT Bancorp (NBTB) in Q3 2025, closing a stake of 256 shares — an estimated $10.6K sold.

Clearstead Advisors first reported a position in NBTB in Q2 2024 and held it in 5 quarters. The position peaked at $15.3K in Q4 2024. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

  • Clearstead Advisors reported no remaining NBT Bancorp position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 256 NBT Bancorp shares in Q3 2025, an estimated $10.6K.
  • Clearstead Advisors first reported a position in NBT Bancorp in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's NBT Bancorp position peaked at $15.3K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.