Focused Wealth Management’s NBT Bancorp NBTB Stock Holding History

Focused Wealth 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
2026 Q1	$310K	Buy	7,289 +2,264	+45%	+$98.2K	0.03%	152
2025 Q4	$209K	Buy	5,025 +24	+0.5%	+$998	0.02%	179
2025 Q3	$209K	Buy	5,001 +29	+0.6%	+$1.24K	0.02%	178
2025 Q2	$207K	Buy	4,972 +28	+0.6%	+$1.17K	0.03%	172
2025 Q1	$212K	Buy	4,944 +25	+0.5%	+$1.16K	0.03%	156
2024 Q4	$235K	Buy	4,919 +22	+0.4%	+$1.05K	0.03%	138
2024 Q3	$217K	Buy	+4,897	New	+$221K	0.03%	188
2024 Q1	–	Sell	-4,813	Closed	-$202K	–	666
2023 Q4	$202K	Hold	4,813	–	–	0.03%	139
2023 Q3	$153K	Buy	+4,813	New	+$165K	0.03%	154

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