NBT Bank’s Healthy Choice Wellness HCWC Stock Holding History

NBT Bank’s Portfolio HCWC Stock Details HCWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$2	–	840
2024 Q4	$2	Hold	2	–	–	﹤0.01%	779
2024 Q3	$5	Buy	+2	New	+$6	﹤0.01%	830

Other funds holding HCWC

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

NBT Bank's HCWC Position: Q1 2025 in Review

NBT Bank sold out of Healthy Choice Wellness (HCWC) in Q1 2025, closing a stake of 2 shares — an estimated $2 sold.

NBT Bank first reported a position in HCWC in Q3 2024 and held it in 2 quarters. The position peaked at $5 in Q3 2024. 26 funds tracked by Wall St. Rank hold HCWC as of Q1 2025.

NBT Bank reported no remaining Healthy Choice Wellness position as of Q1 2025 after selling out during the quarter.
NBT Bank sold 2 Healthy Choice Wellness shares in Q1 2025, an estimated $2.
NBT Bank first reported a position in Healthy Choice Wellness in Q3 2024 and held it in 2 quarters.
NBT Bank's Healthy Choice Wellness position peaked at $5 in Q3 2024.
26 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2025.

Based on NBT Bank's 13F filing for Q1 2025, filed 17 Apr 2025.