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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

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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
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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