NBT Bank’s Stitch Fix SFIX Stock Holding History

NBT Bank’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$564	–	837
2024 Q3	$564	Hold	200	–	–	﹤0.01%	800
2024 Q2	$830	Hold	200	–	–	﹤0.01%	559
2024 Q1	$528	Hold	200	–	–	﹤0.01%	574
2023 Q4	$714	Buy	+200	New	+$706	﹤0.01%	568

Other funds holding SFIX

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

NBT Bank's SFIX Position: Q4 2024 in Review

NBT Bank sold out of Stitch Fix (SFIX) in Q4 2024, closing a stake of 200 shares — an estimated $564 sold.

NBT Bank first reported a position in SFIX in Q4 2023 and held it in 4 quarters. The position peaked at $830 in Q2 2024. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2024.

NBT Bank reported no remaining Stitch Fix position as of Q4 2024 after selling out during the quarter.
NBT Bank sold 200 Stitch Fix shares in Q4 2024, an estimated $564.
NBT Bank first reported a position in Stitch Fix in Q4 2023 and held it in 4 quarters.
NBT Bank's Stitch Fix position peaked at $830 in Q2 2024.
172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.