NBT Bank’s Viatris VTRS Stock Holding History

NBT Bank’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.1K	Buy	1,041 +1,029	+8,575%	+$14.4K	﹤0.01%	642
2025 Q4	$12.9K	Buy	12 +2	+20%	+$22	﹤0.01%	643
2025 Q3	$10.2K	Sell	10 -1,009	-99%	-$9.82K	﹤0.01%	676
2025 Q2	$9.1K	Sell	1,019 -132	-11%	-$1.12K	﹤0.01%	660
2025 Q1	$10K	Buy	1,151 +102	+10%	+$1.07K	﹤0.01%	660
2024 Q4	$13.1K	Buy	1,049 +7	+0.7%	+$86	﹤0.01%	632
2024 Q3	$12.1K	Buy	1,042 +6	+0.6%	+$69	﹤0.01%	671
2024 Q2	$11K	Buy	1,036 +8	+0.8%	+$88	﹤0.01%	470
2024 Q1	$12.3K	Sell	1,028 -47	-4%	-$566	﹤0.01%	469
2023 Q4	$11.6K	Buy	+1,075	New	+$10.3K	﹤0.01%	458

Other funds holding VTRS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return