NB
MC icon

NBT Bank’s Moelis & Co MC Stock Holding History

NBT Bank’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.49K Sell
61
-8
-12% -$520 ﹤0.01% 759
2025
Q4 		$4.16K Sell
69
-2
-3% -$133 ﹤0.01% 727
2025
Q3 		$4.27K Buy
71
+12
+20% +$857 ﹤0.01% 741
2025
Q2 		$3.7K Hold
59
– – ﹤0.01% 721
2025
Q1 		$3.43K Buy
59
+1
+2% +$71 ﹤0.01% 729
2024
Q4 		$4.29K Hold
58
– – ﹤0.01% 710
2024
Q3 		$3.95K Buy
58
+1
+2% +$65 ﹤0.01% 748
2024
Q2 		$3.25K Hold
57
– – ﹤0.01% 525
2024
Q1 		$3.21K Buy
57
+1
+2% +$55 ﹤0.01% 527
2023
Q4 		$3.14K Buy
+56
New +$2.63K ﹤0.01% 521

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NBT Bank's MC Position: Q1 2026 in Review

NBT Bank reduced its Moelis & Co (MC) stake by 12% in Q1 2026, selling an estimated $520 and leaving 61 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

NBT Bank first reported a position in MC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.29K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • NBT Bank held 61 shares of Moelis & Co worth $3.49K as of Q1 2026.
  • NBT Bank sold 8 Moelis & Co shares in Q1 2026, an estimated $520.
  • Moelis & Co made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #759 holding.
  • NBT Bank first reported a position in Moelis & Co in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Moelis & Co position peaked at $4.29K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.