Continuum Advisory’s NBT Bancorp NBTB Stock Holding History

Continuum Advisory’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 Q1	–	Sell	-6	Closed	-$287	–	1846
2024 Q4	$287	Hold	6	–	–	﹤0.01%	1801
2024 Q3	$298	Buy	+6	New	+$271	﹤0.01%	1860

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

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

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

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

DRZID

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Continuum Advisory's NBTB Position: Q1 2025 in Review

Continuum Advisory sold out of NBT Bancorp (NBTB) in Q1 2025, closing a stake of 6 shares — an estimated $287 sold.

Continuum Advisory first reported a position in NBTB in Q3 2024 and held it in 2 quarters. The position peaked at $298 in Q3 2024. 230 funds tracked by Wall St. Rank hold NBTB as of Q1 2025.

Continuum Advisory reported no remaining NBT Bancorp position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 6 NBT Bancorp shares in Q1 2025, an estimated $287.
Continuum Advisory first reported a position in NBT Bancorp in Q3 2024 and held it in 2 quarters.
Continuum Advisory's NBT Bancorp position peaked at $298 in Q3 2024.
230 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.