Laird Norton Wetherby Wealth Management’s NBT Bancorp NBTB Stock Holding History

Laird Norton Wetherby Wealth 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	$428K	Hold	10,247	–	–	0.02%	633
2025 Q2	$426K	Buy	+10,247	New	+$427K	0.02%	624
2024 Q4	$490K	Sell	10,251 -4	-0%	-$190	0.02%	537
2024 Q3	$454K	Hold	10,255	–	–	0.02%	592
2024 Q2	$396K	Sell	10,255 -49	-0.5%	-$1.77K	0.02%	613
2024 Q1	$378K	Hold	10,304	–	–	0.02%	657
2023 Q4	$432K	Hold	10,304	–	–	0.02%	593
2023 Q3	$327K	Sell	10,304 -68	-0.7%	-$2.33K	0.02%	667
2023 Q2	$330K	Hold	10,372	–	–	0.02%	681
2023 Q1	$350K	Hold	10,372	–	–	0.02%	657
2022 Q4	$450K	Sell	10,372 -3	-0%	-$132	0.03%	556
2022 Q3	$394K	Sell	10,375 -10	-0.1%	-$395	0.03%	569
2022 Q2	$390K	Sell	10,385 -48	-0.5%	-$1.74K	0.03%	580
2022 Q1	$377K	Hold	10,433	–	–	0.02%	613
2021 Q4	$402K	Hold	10,433	–	–	0.02%	607
2021 Q3	$377K	Hold	10,433	–	–	0.02%	615
2021 Q2	$375K	Hold	10,433	–	–	0.02%	625
2021 Q1	$416K	Buy	+10,433	New	+$384K	0.03%	500

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 $156B AUM 27.51% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's NBTB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its NBT Bancorp (NBTB) position steady in Q3 2025 at 10,247 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #633.

Laird Norton Wetherby Wealth Management first reported a position in NBTB in Q1 2021 and has held it in 18 quarters since. The position peaked at $490K in Q4 2024. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

Laird Norton Wetherby Wealth Management held 10,247 shares of NBT Bancorp worth $428K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its NBT Bancorp share count unchanged in Q3 2025.
NBT Bancorp made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #633 holding.
Laird Norton Wetherby Wealth Management first reported a position in NBT Bancorp in Q1 2021 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's NBT Bancorp position peaked at $490K in Q4 2024.
262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.