D.E. Shaw & Co

D.E. Shaw & Co’s NBT Bancorp NBTB Stock Holding History

D.E. Shaw & Co’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
2026 Q1	$665K	Sell	15,619 -19,477	-55%	-$845K	﹤0.01%	3701
2025 Q4	$1.46M	Buy	+35,096	New	+$1.46M	﹤0.01%	3285
2023 Q1	–	Sell	-10,779	Closed	-$468K	–	4711
2022 Q4	$468K	Sell	10,779 -2,149	-17%	-$94.8K	﹤0.01%	3888
2022 Q3	$491K	Sell	12,928 -16,815	-57%	-$664K	﹤0.01%	4053
2022 Q2	$1.12M	Sell	29,743 -13,487	-31%	-$489K	﹤0.01%	3564
2022 Q1	$1.56M	Buy	43,230 +5,722	+15%	+$222K	﹤0.01%	3544
2021 Q4	$1.45M	Buy	37,508 +8,398	+29%	+$313K	﹤0.01%	3637
2021 Q3	$1.05M	Buy	29,110 +22,989	+376%	+$807K	﹤0.01%	3564
2021 Q2	$220K	Sell	6,121 -5,796	-49%	-$224K	﹤0.01%	4414
2021 Q1	$475K	Buy	11,917 +374	+3%	+$13.8K	﹤0.01%	3531
2020 Q4	$371K	Buy	+11,543	New	+$346K	﹤0.01%	3522
2019 Q3	–	Sell	-5,719	Closed	-$215K	–	3947
2019 Q2	$215K	Sell	5,719 -2,694	-32%	-$100K	﹤0.01%	3445
2019 Q1	$303K	Buy	8,413 +2,242	+36%	+$82.7K	﹤0.01%	3214
2018 Q4	$213K	Buy	+6,171	New	+$227K	﹤0.01%	3515
2018 Q3	–	Sell	-8,933	Closed	-$341K	–	3883
2018 Q2	$341K	Buy	+8,933	New	+$337K	﹤0.01%	3313

Other funds holding NBTB

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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