JF
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Jump Financial’s NBT Bancorp NBTB Stock Holding History

Jump Financial’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
2024
Q2 		– Sell
-5,956
Closed -$218K – 2098
2024
Q1 		$218K Buy
+5,956
New +$216K 0.01% 1637
2022
Q1 		– Sell
-5,300
Closed -$204K – 1779
2021
Q4 		$204K Buy
+5,300
New +$198K 0.01% 1106

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jump Financial's NBTB Position: Q2 2024 in Review

Jump Financial sold out of NBT Bancorp (NBTB) in Q2 2024, closing a stake of 5,956 shares — an estimated $218K sold.

Jump Financial first reported a position in NBTB in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 184 funds tracked by Wall St. Rank hold NBTB as of Q2 2024.

  • Jump Financial reported no remaining NBT Bancorp position as of Q2 2024 after selling out during the quarter.
  • Jump Financial sold 5,956 NBT Bancorp shares in Q2 2024, an estimated $218K.
  • Jump Financial first reported a position in NBT Bancorp in Q4 2021 and held it in 2 quarters.
  • Jump Financial's NBT Bancorp position peaked at $218K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2024.

Based on Jump Financial's 13F filing for Q2 2024, filed 14 Aug 2024.