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Mendota Financial Group’s NBT Bancorp NBTB Stock Holding History

Mendota Financial Group’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
-2
Closed -$89 – 881
2024
Q3 		$89 Buy
+2
New +$90 ﹤0.01% 979

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

Mendota Financial Group's NBTB Position: Q4 2024 in Review

Mendota Financial Group sold out of NBT Bancorp (NBTB) in Q4 2024, closing a stake of 2 shares — an estimated $89 sold.

Mendota Financial Group first reported a position in NBTB in Q3 2024 and held it in 1 quarter. The position peaked at $89 in Q3 2024. 217 funds tracked by Wall St. Rank hold NBTB as of Q4 2024.

  • Mendota Financial Group reported no remaining NBT Bancorp position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 NBT Bancorp shares in Q4 2024, an estimated $89.
  • Mendota Financial Group first reported a position in NBT Bancorp in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's NBT Bancorp position peaked at $89 in Q3 2024.
  • 217 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.