iSAM Funds (UK)’s NBT Bancorp NBTB Stock Holding History

iSAM Funds (UK)’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 Q4	–	Sell	-5,870	Closed	-$245K	–	574
2025 Q3	$245K	Buy	+5,870	New	+$252K	0.05%	388
2025 Q2	–	Sell	-5,829	Closed	-$250K	–	551
2025 Q1	$250K	Buy	+5,829	New	+$269K	0.12%	261

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

iSAM Funds (UK)'s NBTB Position: Q4 2025 in Review

iSAM Funds (UK) sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 5,870 shares — an estimated $245K sold.

iSAM Funds (UK) first reported a position in NBTB in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

iSAM Funds (UK) reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 5,870 NBT Bancorp shares in Q4 2025, an estimated $245K.
iSAM Funds (UK) first reported a position in NBT Bancorp in Q1 2025 and held it in 2 quarters.
iSAM Funds (UK)'s NBT Bancorp position peaked at $250K in Q1 2025.
277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.