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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Column Capital Advisors's NBTB Position: Q3 2023 in Review

Column Capital Advisors increased its NBT Bancorp (NBTB) stake by 0.96% in Q3 2023, buying an estimated $171 and bringing the position to 527 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Column Capital Advisors first reported a position in NBTB in Q4 2019 and has held it in 16 quarters since. The position peaked at $37K in Q4 2019. 183 funds tracked by Wall St. Rank hold NBTB as of Q3 2023.

Column Capital Advisors held 527 shares of NBT Bancorp worth $16.7K as of Q3 2023.
Column Capital Advisors bought 5 NBT Bancorp shares in Q3 2023, an estimated $171.
NBT Bancorp made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #455 holding.
Column Capital Advisors first reported a position in NBT Bancorp in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's NBT Bancorp position peaked at $37K in Q4 2019.
183 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.