NB
SRXH

NBT Bank’s SRX Global SRXH Stock Holding History

NBT Bank’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$196 – 799
2025
Q1 		$196 Buy
+3
New +$255 ﹤0.01% 791
2024
Q4 		– Sell
-3
Closed -$238 – 801
2024
Q3 		$238 Hold
3
– – ﹤0.01% 812
2024
Q2 		$445 Hold
3
– – ﹤0.01% 569
2024
Q1 		$684 Hold
3
– – ﹤0.01% 566
2023
Q4 		$1.38K Buy
+3
New +$1.47K ﹤0.01% 549

Other funds holding SRXH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBT Bank's SRXH Position: Q2 2025 in Review

NBT Bank sold out of SRX Global (SRXH) in Q2 2025, closing a stake of 3 shares — an estimated $196 sold.

NBT Bank first reported a position in SRXH in Q4 2023 and held it in 5 quarters. The position peaked at $1.38K in Q4 2023. 13 funds tracked by Wall St. Rank hold SRXH as of Q2 2025.

  • NBT Bank reported no remaining SRX Global position as of Q2 2025 after selling out during the quarter.
  • NBT Bank sold 3 SRX Global shares in Q2 2025, an estimated $196.
  • NBT Bank first reported a position in SRX Global in Q4 2023 and held it in 5 quarters.
  • NBT Bank's SRX Global position peaked at $1.38K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held SRX Global as of Q2 2025.

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