NBT Bank’s A.O. Smith AOS Stock Holding History

NBT Bank’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$26.1K	–	797
2025 Q1	$26.1K	Hold	400	–	–	﹤0.01%	565
2024 Q4	$27.3K	Hold	400	–	–	﹤0.01%	564
2024 Q3	$35.9K	Buy	+400	New	+$33.1K	﹤0.01%	557

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NBT Bank's AOS Position: Q2 2025 in Review

NBT Bank sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 400 shares — an estimated $26.1K sold.

NBT Bank first reported a position in AOS in Q3 2024 and held it in 3 quarters. The position peaked at $35.9K in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

NBT Bank reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
NBT Bank sold 400 A.O. Smith shares in Q2 2025, an estimated $26.1K.
NBT Bank first reported a position in A.O. Smith in Q3 2024 and held it in 3 quarters.
NBT Bank's A.O. Smith position peaked at $35.9K in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on NBT Bank's 13F filing for Q2 2025, filed 23 Jul 2025.