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NewEdge Advisors’s NBT Bancorp NBTB Stock Holding History

NewEdge 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
-10,310
Closed -$431K – 4337
2025
Q3 		$431K Buy
+10,310
New +$442K ﹤0.01% 1926

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

NewEdge Advisors's NBTB Position: Q4 2025 in Review

NewEdge Advisors sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 10,310 shares — an estimated $431K sold.

NewEdge Advisors first reported a position in NBTB in Q3 2025 and held it in 1 quarter. The position peaked at $431K in Q3 2025. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • NewEdge Advisors reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 10,310 NBT Bancorp shares in Q4 2025, an estimated $431K.
  • NewEdge Advisors first reported a position in NBT Bancorp in Q3 2025 and held it in 1 quarter.
  • NewEdge Advisors's NBT Bancorp position peaked at $431K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.