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New Age Alpha Advisors’s NBT Bancorp NBTB Stock Holding History

New Age Alpha Advisors’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-59,807
Closed -$2.5M – 861
2025
Q3 		$2.5M Sell
59,807
-1,606
-3% -$68.9K 0.1% 266
2025
Q2 		$2.55M Buy
61,413
+4,159
+7% +$173K 0.11% 270
2025
Q1 		$2.46M Sell
57,254
-8,727
-13% -$403K 0.11% 276
2024
Q4 		$3.15M Buy
+65,981
New +$3.14M 0.13% 233

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's NBTB Position: Q4 2025 in Review

New Age Alpha Advisors sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 59,807 shares — an estimated $2.5M sold.

New Age Alpha Advisors first reported a position in NBTB in Q4 2024 and held it in 4 quarters. The position peaked at $3.15M in Q4 2024. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • New Age Alpha Advisors reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 59,807 NBT Bancorp shares in Q4 2025, an estimated $2.5M.
  • New Age Alpha Advisors first reported a position in NBT Bancorp in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's NBT Bancorp position peaked at $3.15M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.