MML Investors Services
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MML Investors Services’s NBT Bancorp NBTB Stock Holding History

MML Investors Services’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
Q1 		– Sell
-52,413
Closed -$2.2M – 2538
2023
Q4 		$2.2M Sell
52,413
-324
-0.6% -$11.7K 0.01% 953
2023
Q3 		$1.67M Buy
52,737
+742
+1% +$25.4K 0.01% 964
2023
Q2 		$1.66M Hold
51,995
– – 0.01% 990
2023
Q1 		$1.75M Hold
51,995
– – 0.01% 837
2022
Q4 		$2.26M Buy
51,995
+705
+1% +$31.1K 0.01% 778
2022
Q3 		$1.95M Sell
51,290
-1,742
-3% -$68.8K 0.01% 771
2022
Q2 		$1.99M Buy
53,032
+14
+0% +$508 0.02% 753
2022
Q1 		$1.92M Buy
53,018
+12
+0% +$466 0.01% 814
2021
Q4 		$2.04M Buy
53,006
+1,273
+2% +$47.5K 0.01% 759
2021
Q3 		$1.87M Buy
51,733
+14
+0% +$491 0.01% 751
2021
Q2 		$1.86M Buy
51,719
+12
+0% +$464 0.02% 740
2021
Q1 		$2.06M Buy
51,707
+11
+0% +$405 0.02% 648
2020
Q4 		$1.66M Buy
51,696
+14
+0% +$419 0.02% 651
2020
Q3 		$1.39M Hold
51,682
– – 0.02% 652
2020
Q2 		$1.59M Buy
+51,682
New +$1.61M 0.02% 578

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MML Investors Services's NBTB Position: Q1 2024 in Review

MML Investors Services sold out of NBT Bancorp (NBTB) in Q1 2024, closing a stake of 52,413 shares — an estimated $2.2M sold.

MML Investors Services first reported a position in NBTB in Q2 2020 and held it in 15 quarters. The position peaked at $2.26M in Q4 2022. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2024.

  • MML Investors Services reported no remaining NBT Bancorp position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 52,413 NBT Bancorp shares in Q1 2024, an estimated $2.2M.
  • MML Investors Services first reported a position in NBT Bancorp in Q2 2020 and held it in 15 quarters.
  • MML Investors Services's NBT Bancorp position peaked at $2.26M in Q4 2022.
  • 193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.