Jacobs Levy Equity Management
NBTB icon

Jacobs Levy Equity Management’s NBT Bancorp NBTB Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-46,724
Closed -$1.94M – 1058
2025
Q2 		$1.94M Sell
46,724
-139
-0.3% -$5.79K 0.01% 623
2025
Q1 		$2.01M Buy
+46,863
New +$2.17M 0.01% 657
2023
Q4 		– Sell
-11,891
Closed -$377K – 1050
2023
Q3 		$377K Sell
11,891
-6,861
-37% -$235K ﹤0.01% 850
2023
Q2 		$597K Sell
18,752
-22,183
-54% -$742K ﹤0.01% 788
2023
Q1 		$1.38M Sell
40,935
-18,458
-31% -$724K 0.01% 641
2022
Q4 		$2.58M Buy
59,393
+290
+0.5% +$12.8K 0.02% 505
2022
Q3 		$2.24M Sell
59,103
-8,639
-13% -$341K 0.02% 534
2022
Q2 		$2.55M Buy
67,742
+27,496
+68% +$997K 0.02% 547
2022
Q1 		$1.45M Sell
40,246
-1,149
-3% -$44.6K 0.01% 689
2021
Q4 		$1.59M Buy
41,395
+970
+2% +$36.2K 0.01% 664
2021
Q3 		$1.46M Buy
+40,425
New +$1.42M 0.01% 674
2019
Q4 		– Sell
-6,420
Closed -$235K – 1046
2019
Q3 		$235K Buy
+6,420
New +$235K ﹤0.01% 814

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Jacobs Levy Equity Management's NBTB Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of NBT Bancorp (NBTB) in Q3 2025, closing a stake of 46,724 shares — an estimated $1.94M sold.

Jacobs Levy Equity Management first reported a position in NBTB in Q3 2019 and held it in 12 quarters. The position peaked at $2.58M in Q4 2022. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining NBT Bancorp position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 46,724 NBT Bancorp shares in Q3 2025, an estimated $1.94M.
  • Jacobs Levy Equity Management first reported a position in NBT Bancorp in Q3 2019 and held it in 12 quarters.
  • Jacobs Levy Equity Management's NBT Bancorp position peaked at $2.58M in Q4 2022.
  • 262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.