Marshall Wace’s NBT Bancorp NBTB Stock Holding History

Marshall Wace’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	–	Sell	-25,181	Closed	-$1.05M	–	3528
2025 Q4	$1.05M	Buy	+25,181	New	+$1.05M	﹤0.01%	1900
2025 Q3	–	Sell	-17,685	Closed	-$735K	–	3223
2025 Q2	$735K	Buy	17,685 +5,298	+43%	+$221K	﹤0.01%	1988
2025 Q1	$531K	Buy	+12,387	New	+$572K	﹤0.01%	2054
2023 Q1	–	Sell	-69,768	Closed	-$3.03M	–	2957
2022 Q4	$3.03M	Buy	+69,768	New	+$3.08M	0.01%	1502
2021 Q1	–	Sell	-12,388	Closed	-$398K	–	2736
2020 Q4	$398K	Buy	+12,388	New	+$371K	﹤0.01%	1572

Other funds holding NBTB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Marshall Wace's NBTB Position: Q1 2026 in Review

Marshall Wace sold out of NBT Bancorp (NBTB) in Q1 2026, closing a stake of 25,181 shares — an estimated $1.05M sold.

Marshall Wace first reported a position in NBTB in Q4 2020 and held it in 5 quarters. The position peaked at $3.03M in Q4 2022. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Marshall Wace reported no remaining NBT Bancorp position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 25,181 NBT Bancorp shares in Q1 2026, an estimated $1.05M.
Marshall Wace first reported a position in NBT Bancorp in Q4 2020 and held it in 5 quarters.
Marshall Wace's NBT Bancorp position peaked at $3.03M in Q4 2022.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.