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Legato Capital Management’s NBT Bancorp NBTB Stock Holding History

Legato Capital 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
Q2 		– Sell
-7,210
Closed -$309K – 595
2025
Q1 		$309K Sell
7,210
-7,625
-51% -$352K 0.04% 483
2024
Q4 		$709K Buy
14,835
+7,515
+103% +$358K 0.09% 381
2024
Q3 		$324K Buy
+7,320
New +$330K 0.04% 502

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Legato Capital Management's NBTB Position: Q2 2025 in Review

Legato Capital Management sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 7,210 shares — an estimated $309K sold.

Legato Capital Management first reported a position in NBTB in Q3 2024 and held it in 3 quarters. The position peaked at $709K in Q4 2024. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Legato Capital Management reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Legato Capital Management sold 7,210 NBT Bancorp shares in Q2 2025, an estimated $309K.
  • Legato Capital Management first reported a position in NBT Bancorp in Q3 2024 and held it in 3 quarters.
  • Legato Capital Management's NBT Bancorp position peaked at $709K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Legato Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.