FAM
NBTB icon

Flaharty Asset Management’s NBT Bancorp NBTB Stock Holding History

Flaharty Asset Management’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
-200
Closed -$8.58K – 350
2025
Q1 		$8.58K Buy
+200
New +$9.24K ﹤0.01% 338
2024
Q4 		– Sell
-200
Closed -$8.85K – 308
2024
Q3 		$8.85K Buy
+200
New +$9.03K ﹤0.01% 332
2023
Q4 		– Sell
-100
Closed -$3.17K – 321
2023
Q3 		$3.17K Buy
+100
New +$3.42K ﹤0.01% 406

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Flaharty Asset Management's NBTB Position: Q2 2025 in Review

Flaharty Asset Management sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 200 shares — an estimated $8.58K sold.

Flaharty Asset Management first reported a position in NBTB in Q3 2023 and held it in 3 quarters. The position peaked at $8.85K in Q3 2024. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Flaharty Asset Management reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 200 NBT Bancorp shares in Q2 2025, an estimated $8.58K.
  • Flaharty Asset Management first reported a position in NBT Bancorp in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's NBT Bancorp position peaked at $8.85K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.