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NBT Bank’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

NBT Bank’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,038
Closed -$29.4K – 838
2024
Q4 		$29.4K Hold
1,038
– – ﹤0.01% 549
2024
Q3 		$32.9K Buy
+1,038
New +$31.8K ﹤0.01% 560

Other funds holding TMFG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NBT Bank's TMFG Position: Q1 2025 in Review

NBT Bank sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2025, closing a stake of 1,038 shares — an estimated $29.4K sold.

NBT Bank first reported a position in TMFG in Q3 2024 and held it in 2 quarters. The position peaked at $32.9K in Q3 2024. 55 funds tracked by Wall St. Rank hold TMFG as of Q1 2025.

  • NBT Bank reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • NBT Bank sold 1,038 Motley Fool Global Opportunities ETF shares in Q1 2025, an estimated $29.4K.
  • NBT Bank first reported a position in Motley Fool Global Opportunities ETF in Q3 2024 and held it in 2 quarters.
  • NBT Bank's Motley Fool Global Opportunities ETF position peaked at $32.9K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2025.

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