Clearstead Trust’s NBT Bancorp NBTB Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-12	Closed	-$502	–	1345
2025 Q3	$502	Hold	12	–	–	﹤0.01%	1377
2025 Q2	$499	Buy	+12	New	+$500	﹤0.01%	1332

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's NBTB Position: Q4 2025 in Review

Clearstead Trust sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 12 shares — an estimated $502 sold.

Clearstead Trust first reported a position in NBTB in Q2 2025 and held it in 2 quarters. The position peaked at $502 in Q3 2025. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

Clearstead Trust reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 NBT Bancorp shares in Q4 2025, an estimated $502.
Clearstead Trust first reported a position in NBT Bancorp in Q2 2025 and held it in 2 quarters.
Clearstead Trust's NBT Bancorp position peaked at $502 in Q3 2025.
277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.