Northwestern Mutual Wealth Management’s NBT Bancorp NBTB Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q2	–	Sell	-58	Closed	-$2.13K	–	3708
2024 Q1	$2.13K	Buy	+58	New	+$2.1K	﹤0.01%	3032
2019 Q4	–	Sell	-4,709	Closed	-$172K	–	2542
2019 Q3	$172K	Hold	4,709	–	–	﹤0.01%	945
2019 Q2	$177K	Hold	4,709	–	–	﹤0.01%	926
2019 Q1	$170K	Buy	4,709 +4,609	+4,609%	+$170K	﹤0.01%	906
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	2135
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	2151
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	2061
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1947
2017 Q4	$4K	Buy	+100	New	+$3.77K	﹤0.01%	1978
2014 Q1	–	Sell	-9	Closed	–	–	1394
2013 Q4	$0	Buy	+9	New	+$221	﹤0.01%	1503

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's NBTB Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of NBT Bancorp (NBTB) in Q2 2024, closing a stake of 58 shares — an estimated $2.13K sold.

Northwestern Mutual Wealth Management first reported a position in NBTB in Q4 2013 and held it in 10 quarters. The position peaked at $177K in Q2 2019. 184 funds tracked by Wall St. Rank hold NBTB as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining NBT Bancorp position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 58 NBT Bancorp shares in Q2 2024, an estimated $2.13K.
Northwestern Mutual Wealth Management first reported a position in NBT Bancorp in Q4 2013 and held it in 10 quarters.
Northwestern Mutual Wealth Management's NBT Bancorp position peaked at $177K in Q2 2019.
184 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.