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Naples Money Management’s NBT Bancorp NBTB Stock Holding History

Naples Money 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
Q3 		$165K Hold
3,724
– – 0.14% 60
2024
Q2 		$142K Hold
3,724
– – 0.12% 59
2024
Q1 		$137K Hold
3,724
– – 0.14% 61
2023
Q4 		$156K Buy
+3,724
New +$135K 0.15% 60

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Naples Money Management's NBTB Position: Q3 2024 in Review

Naples Money Management held its NBT Bancorp (NBTB) position steady in Q3 2024 at 3,724 shares worth $165K. The position accounts for 0.14% of the portfolio, ranked #60.

Naples Money Management first reported a position in NBTB in Q4 2023 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold NBTB as of Q3 2024.

  • Naples Money Management held 3,724 shares of NBT Bancorp worth $165K as of Q3 2024.
  • Naples Money Management left its NBT Bancorp share count unchanged in Q3 2024.
  • NBT Bancorp made up 0.14% of Naples Money Management's portfolio in Q3 2024, its #60 holding.
  • Naples Money Management first reported a position in NBT Bancorp in Q4 2023 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.