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Global Financial Private Client’s NBT Bancorp NBTB Stock Holding History

Global Financial Private Client’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
-3
Closed -$129 – 1102
2025
Q1 		$129 Buy
3
+2
+200% +$92 ﹤0.01% 1581
2024
Q4 		$48 Buy
+1
New +$48 ﹤0.01% 1591

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

Global Financial Private Client's NBTB Position: Q2 2025 in Review

Global Financial Private Client sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 3 shares — an estimated $129 sold.

Global Financial Private Client first reported a position in NBTB in Q4 2024 and held it in 2 quarters. The position peaked at $129 in Q1 2025. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Global Financial Private Client reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 NBT Bancorp shares in Q2 2025, an estimated $129.
  • Global Financial Private Client first reported a position in NBT Bancorp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's NBT Bancorp position peaked at $129 in Q1 2025.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.