NBT Bank’s LM Funding America LMFA Stock Holding History

NBT Bank’s Portfolio LMFA Stock Details LMFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$73	–	828
2024 Q4	$73	Hold	1	–	–	﹤0.01%	770
2024 Q3	$90	Buy	+1	New	+$82	﹤0.01%	817

Other funds holding LMFA

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TSS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

TRCT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

NBT Bank's LMFA Position: Q1 2025 in Review

NBT Bank sold out of LM Funding America (LMFA) in Q1 2025, closing a stake of 1 share — an estimated $73 sold.

NBT Bank first reported a position in LMFA in Q3 2024 and held it in 2 quarters. The position peaked at $90 in Q3 2024. 10 funds tracked by Wall St. Rank hold LMFA as of Q1 2025.

NBT Bank reported no remaining LM Funding America position as of Q1 2025 after selling out during the quarter.
NBT Bank sold 1 LM Funding America share in Q1 2025, an estimated $73.
NBT Bank first reported a position in LM Funding America in Q3 2024 and held it in 2 quarters.
NBT Bank's LM Funding America position peaked at $90 in Q3 2024.
10 funds tracked by Wall St. Rank held LM Funding America as of Q1 2025.

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