CCM
NBTB icon

Coldstream Capital Management’s NBT Bancorp NBTB Stock Holding History

Coldstream Capital Management’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 		– Sell
-139
Closed -$5.96K – 2506
2025
Q1 		$5.96K Buy
+139
New +$6.42K ﹤0.01% 2611

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

Coldstream Capital Management's NBTB Position: Q2 2025 in Review

Coldstream Capital Management sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 139 shares — an estimated $5.96K sold.

Coldstream Capital Management first reported a position in NBTB in Q1 2025 and held it in 1 quarter. The position peaked at $5.96K in Q1 2025. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Coldstream Capital Management reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 139 NBT Bancorp shares in Q2 2025, an estimated $5.96K.
  • Coldstream Capital Management first reported a position in NBT Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's NBT Bancorp position peaked at $5.96K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.