Column Capital Advisors’s NBT Bancorp NBTB Stock Holding History

Column Capital 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
2023 Q3	$16.7K	Buy	527 +5	+1%	+$171	﹤0.01%	455
2023 Q2	$16.6K	Buy	522 +5	+1%	+$167	﹤0.01%	464
2023 Q1	$17.5K	Buy	517 +4	+0.8%	+$157	﹤0.01%	470
2022 Q4	$22.3K	Buy	513 +3	+0.6%	+$132	﹤0.01%	405
2022 Q3	$19K	Buy	510 +4	+0.8%	+$158	﹤0.01%	391
2022 Q2	$19K	Buy	506 +4	+0.8%	+$145	﹤0.01%	396
2022 Q1	$18K	Buy	502 +4	+0.8%	+$155	﹤0.01%	421
2021 Q4	$19K	Buy	498 +4	+0.8%	+$149	﹤0.01%	418
2021 Q3	$18K	Buy	494 +4	+0.8%	+$140	﹤0.01%	396
2021 Q2	$18K	Buy	490 +3	+0.6%	+$116	﹤0.01%	396
2021 Q1	$19K	Buy	487 +3	+0.6%	+$110	﹤0.01%	380
2020 Q4	$16K	Buy	484 +5	+1%	+$150	﹤0.01%	403
2020 Q3	$13K	Buy	479 +4	+0.8%	+$119	﹤0.01%	405
2020 Q2	$14K	Buy	475 +4	+0.8%	+$125	﹤0.01%	427
2020 Q1	$15K	Sell	471 -463	-50%	-$17K	0.01%	351
2019 Q4	$37K	Buy	+934	New	+$36.6K	0.02%	282

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return