CW
NBTB icon

Cook Wealth’s NBT Bancorp NBTB Stock Holding History

Cook Wealth’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
-10,477
Closed -$445K – 37
2025
Q1 		$445K Hold
10,477
– – 0.22% 35
2024
Q4 		$502K Sell
10,477
-350
-3% -$16.7K 0.24% 34
2024
Q3 		$492K Hold
10,827
– – 0.25% 34
2024
Q2 		$535K Hold
10,827
– – 0.29% 35
2024
Q1 		$395K Hold
10,827
– – 0.24% 35
2023
Q4 		$411K Buy
+10,827
New +$391K 0.26% 36

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cook Wealth's NBTB Position: Q2 2025 in Review

Cook Wealth sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 10,477 shares — an estimated $445K sold.

Cook Wealth first reported a position in NBTB in Q4 2023 and held it in 6 quarters. The position peaked at $535K in Q2 2024. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Cook Wealth reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 10,477 NBT Bancorp shares in Q2 2025, an estimated $445K.
  • Cook Wealth first reported a position in NBT Bancorp in Q4 2023 and held it in 6 quarters.
  • Cook Wealth's NBT Bancorp position peaked at $535K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.