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Occudo Quantitative Strategies’s NBT Bancorp NBTB Stock Holding History

Occudo Quantitative Strategies’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
2026
Q2 		$1.37M Sell
27,845
-4,405
-14% -$201K 0.07% 340
2026
Q1 		$1.41M Buy
32,250
+8,326
+35% +$361K 0.08% 337
2025
Q4 		$993K Buy
23,924
+11,161
+87% +$464K 0.07% 319
2025
Q3 		$533K Buy
+12,763
New +$547K 0.06% 389
2025
Q2 		– Sell
-6,239
Closed -$269K – 810
2025
Q1 		$269K Buy
+6,239
New +$288K 0.04% 501
2024
Q4 		– Sell
-23,617
Closed -$1.04M – 847
2024
Q3 		$1.04M Buy
+23,617
New +$1.07M 0.19% 145

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Occudo Quantitative Strategies's NBTB Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its NBT Bancorp (NBTB) stake by 14% in Q2 2026, selling an estimated $201K and leaving 27,845 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #340.

Occudo Quantitative Strategies first reported a position in NBTB in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2026. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Occudo Quantitative Strategies held 27,845 shares of NBT Bancorp worth $1.37M as of Q2 2026.
  • Occudo Quantitative Strategies sold 4,405 NBT Bancorp shares in Q2 2026, an estimated $201K.
  • NBT Bancorp made up 0.07% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #340 holding.
  • Occudo Quantitative Strategies first reported a position in NBT Bancorp in Q3 2024 and has held it in 6 quarters since.
  • Occudo Quantitative Strategies's NBT Bancorp position peaked at $1.41M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.