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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Occudo Quantitative Strategies's NBTB Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its NBT Bancorp (NBTB) stake by 35% in Q1 2026, buying an estimated $361K and bringing the position to 32,250 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #337.

Occudo Quantitative Strategies first reported a position in NBTB in Q3 2024 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Occudo Quantitative Strategies held 32,250 shares of NBT Bancorp worth $1.41M as of Q1 2026.
  • Occudo Quantitative Strategies bought 8,326 NBT Bancorp shares in Q1 2026, an estimated $361K.
  • NBT Bancorp made up 0.08% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #337 holding.
  • Occudo Quantitative Strategies first reported a position in NBT Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.