LSV Asset Management
NBTB icon

LSV Asset Management’s NBT Bancorp NBTB Stock Holding History

LSV Asset 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
2024
Q4 		– Sell
-9,900
Closed -$438K – 848
2024
Q3 		$438K Hold
9,900
– – ﹤0.01% 715
2024
Q2 		$382K Hold
9,900
– – ﹤0.01% 754
2024
Q1 		$363K Sell
9,900
-31,900
-76% -$1.15M ﹤0.01% 765
2023
Q4 		$1.75M Sell
41,800
-9,134
-18% -$330K ﹤0.01% 629
2023
Q3 		$1.61M Buy
50,934
+9,134
+22% +$313K ﹤0.01% 638
2023
Q2 		$1.33M Buy
41,800
+31,900
+322% +$1.07M ﹤0.01% 673
2023
Q1 		$334K Hold
9,900
– – ﹤0.01% 763
2022
Q4 		$430K Buy
9,900
+2,200
+29% +$97.1K ﹤0.01% 740
2022
Q3 		$292K Hold
7,700
– – ﹤0.01% 761
2022
Q2 		$289K Buy
+7,700
New +$279K ﹤0.01% 788
2016
Q2 		– Sell
-8,262
Closed -$222K – 1116
2016
Q1 		$222K Sell
8,262
-64,648
-89% -$1.68M ﹤0.01% 900
2015
Q4 		$2.03M Sell
72,910
-80,964
-53% -$2.3M ﹤0.01% 647
2015
Q3 		$4.14M Sell
153,874
-63,114
-29% -$1.67M 0.01% 525
2015
Q2 		$5.68M Sell
216,988
-206,400
-49% -$5.19M 0.01% 473
2015
Q1 		$10.6M Sell
423,388
-5,700
-1% -$139K 0.02% 365
2014
Q4 		$11.3M Buy
429,088
+242,214
+130% +$5.98M 0.02% 344
2014
Q3 		$4.21M Buy
186,874
+72,395
+63% +$1.71M 0.01% 488
2014
Q2 		$2.75M Buy
+114,479
New +$2.67M 0.01% 550

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management's NBTB Position: Q4 2024 in Review

LSV Asset Management sold out of NBT Bancorp (NBTB) in Q4 2024, closing a stake of 9,900 shares — an estimated $438K sold.

LSV Asset Management first reported a position in NBTB in Q2 2014 and held it in 18 quarters. The position peaked at $11.3M in Q4 2014. 217 funds tracked by Wall St. Rank hold NBTB as of Q4 2024.

  • LSV Asset Management reported no remaining NBT Bancorp position as of Q4 2024 after selling out during the quarter.
  • LSV Asset Management sold 9,900 NBT Bancorp shares in Q4 2024, an estimated $438K.
  • LSV Asset Management first reported a position in NBT Bancorp in Q2 2014 and held it in 18 quarters.
  • LSV Asset Management's NBT Bancorp position peaked at $11.3M in Q4 2014.
  • 217 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2024.

Based on LSV Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.