OP Asset Management’s NBT Bancorp NBTB Stock Holding History

OP Asset 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
2025 Q3	–	Sell	-10,489	Closed	-$436K	–	844
2025 Q2	$436K	Buy	+10,489	New	+$437K	0.01%	687

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

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

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

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

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

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

DRZID

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

OP Asset Management's NBTB Position: Q3 2025 in Review

OP Asset Management sold out of NBT Bancorp (NBTB) in Q3 2025, closing a stake of 10,489 shares — an estimated $436K sold.

OP Asset Management first reported a position in NBTB in Q2 2025 and held it in 1 quarter. The position peaked at $436K in Q2 2025. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

OP Asset Management reported no remaining NBT Bancorp position as of Q3 2025 after selling out during the quarter.
OP Asset Management sold 10,489 NBT Bancorp shares in Q3 2025, an estimated $436K.
OP Asset Management first reported a position in NBT Bancorp in Q2 2025 and held it in 1 quarter.
OP Asset Management's NBT Bancorp position peaked at $436K in Q2 2025.
262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on OP Asset Management's 13F filing for Q3 2025, filed 20 Apr 2026.