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J.W. Cole Advisors’s NBT Bancorp NBTB Stock Holding History

J.W. Cole Advisors’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
-16,020
Closed -$669K – 1559
2025
Q3 		$669K Sell
16,020
-178
-1% -$7.64K 0.01% 883
2025
Q2 		$673K Buy
+16,198
New +$674K 0.01% 816
2025
Q1 		– Sell
-15,439
Closed -$737K – 1328
2024
Q4 		$737K Sell
15,439
-47
-0.3% -$2.24K 0.03% 505
2024
Q3 		$685K Hold
15,486
– – 0.03% 492
2024
Q2 		$598K Hold
15,486
– – 0.03% 482
2024
Q1 		$557K Buy
15,486
+47
+0.3% +$1.7K 0.03% 506
2023
Q4 		$647K Buy
+15,439
New +$558K 0.04% 408

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's NBTB Position: Q4 2025 in Review

J.W. Cole Advisors sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 16,020 shares — an estimated $669K sold.

J.W. Cole Advisors first reported a position in NBTB in Q4 2023 and held it in 7 quarters. The position peaked at $737K in Q4 2024. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • J.W. Cole Advisors reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,020 NBT Bancorp shares in Q4 2025, an estimated $669K.
  • J.W. Cole Advisors first reported a position in NBT Bancorp in Q4 2023 and held it in 7 quarters.
  • J.W. Cole Advisors's NBT Bancorp position peaked at $737K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.