Jim Simons’s NBT Bancorp NBTB Stock Holding History

Jim Simons’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	$1.43M	Sell	33,473 -28,300	-46%	-$1.23M	﹤0.01%	2081
2025 Q4	$2.56M	Sell	61,773 -7,600	-11%	-$316K	﹤0.01%	1713
2025 Q3	$2.9M	Sell	69,373 -31,200	-31%	-$1.34M	﹤0.01%	1822
2025 Q2	$4.18M	Buy	100,573 +62,734	+166%	+$2.61M	0.01%	1641
2025 Q1	$1.62M	Buy	37,839 +29,339	+345%	+$1.36M	﹤0.01%	2128
2024 Q4	$406K	Sell	8,500 -20,339	-71%	-$968K	﹤0.01%	2942
2024 Q3	$1.28M	Sell	28,839 -9,400	-25%	-$424K	﹤0.01%	2305
2024 Q2	$1.48M	Sell	38,239 -56,500	-60%	-$2.04M	﹤0.01%	2079
2024 Q1	$3.48M	Buy	+94,739	New	+$3.43M	0.01%	1655
2023 Q4	–	Sell	-33,839	Closed	-$1.07M	–	3990
2023 Q3	$1.07M	Buy	33,839 +26,339	+351%	+$902K	﹤0.01%	2243
2023 Q2	$239K	Sell	7,500 -28,800	-79%	-$963K	﹤0.01%	3228
2023 Q1	$1.22M	Buy	36,300 +2,800	+8%	+$110K	﹤0.01%	2342
2022 Q4	$1.46M	Buy	+33,500	New	+$1.48M	﹤0.01%	2282
2022 Q3	–	Sell	-12,500	Closed	-$470K	–	4293
2022 Q2	$470K	Buy	+12,500	New	+$453K	﹤0.01%	3198
2021 Q2	–	Sell	-22,213	Closed	-$886K	–	3673
2021 Q1	$886K	Sell	22,213 -89,400	-80%	-$3.29M	﹤0.01%	2659
2020 Q4	$3.58M	Sell	111,613 -128,187	-53%	-$3.84M	﹤0.01%	1800
2020 Q3	$6.43M	Sell	239,800 -27,307	-10%	-$810K	0.01%	1424
2020 Q2	$8.22M	Buy	267,107 +20,107	+8%	+$626K	0.01%	1338
2020 Q1	$8M	Buy	247,000 +64,100	+35%	+$2.35M	0.01%	1299
2019 Q4	$7.42M	Buy	182,900 +56,200	+44%	+$2.2M	0.01%	1629
2019 Q3	$4.64M	Buy	126,700 +26,900	+27%	+$985K	﹤0.01%	1840
2019 Q2	$3.74M	Sell	99,800 -30,900	-24%	-$1.15M	﹤0.01%	1982
2019 Q1	$4.71M	Buy	130,700 +35,800	+38%	+$1.32M	﹤0.01%	1849
2018 Q4	$3.28M	Buy	94,900 +55,600	+141%	+$2.04M	﹤0.01%	1984
2018 Q3	$1.51M	Buy	39,300 +19,900	+103%	+$793K	﹤0.01%	2424
2018 Q2	$740K	Buy	19,400 +10,500	+118%	+$396K	﹤0.01%	2710
2018 Q1	$316K	Buy	+8,900	New	+$326K	﹤0.01%	3064
2017 Q4	–	Sell	-13,300	Closed	-$488K	–	3452
2017 Q3	$488K	Sell	13,300 -9,400	-41%	-$328K	﹤0.01%	2793
2017 Q2	$839K	Sell	22,700 -23,200	-51%	-$861K	﹤0.01%	2625
2017 Q1	$1.7M	Sell	45,900 -43,600	-49%	-$1.76M	﹤0.01%	2323
2016 Q4	$3.75M	Sell	89,500 -52,200	-37%	-$1.94M	0.01%	1856
2016 Q3	$4.66M	Sell	141,700 -38,000	-21%	-$1.18M	0.01%	1642
2016 Q2	$5.14M	Sell	179,700 -14,900	-8%	-$419K	0.01%	1581
2016 Q1	$5.24M	Buy	194,600 +58,800	+43%	+$1.53M	0.01%	1587
2015 Q4	$3.79M	Buy	135,800 +31,300	+30%	+$891K	0.01%	1681
2015 Q3	$2.81M	Buy	104,500 +23,700	+29%	+$628K	0.01%	1778
2015 Q2	$2.12M	Buy	80,800 +27,500	+52%	+$691K	﹤0.01%	2023
2015 Q1	$1.34M	Buy	53,300 +30,000	+129%	+$730K	﹤0.01%	2150
2014 Q4	$612K	Buy	+23,300	New	+$575K	﹤0.01%	2365

Other funds holding NBTB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jim Simons's NBTB Position: Q1 2026 in Review

Jim Simons reduced its NBT Bancorp (NBTB) stake by 46% in Q1 2026, selling an estimated $1.23M and leaving 33,473 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Jim Simons first reported a position in NBTB in Q4 2014 and has held it in 39 quarters since. The position peaked at $8.22M in Q2 2020. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Jim Simons held 33,473 shares of NBT Bancorp worth $1.43M as of Q1 2026.
Jim Simons sold 28,300 NBT Bancorp shares in Q1 2026, an estimated $1.23M.
NBT Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2081 holding.
Jim Simons first reported a position in NBT Bancorp in Q4 2014 and has held it in 39 quarters since.
Jim Simons's NBT Bancorp position peaked at $8.22M in Q2 2020.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.