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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 $1.28T AUM 58.89% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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.