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O'Shaughnessy Asset Management’s NBT Bancorp NBTB Stock Holding History

O'Shaughnessy 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
2026
Q1 		$210K Buy
+4,923
New +$214K ﹤0.01% 1964
2025
Q4 		– Sell
-5,302
Closed -$221K – 2710
2025
Q3 		$221K Sell
5,302
-856
-14% -$36.7K ﹤0.01% 1915
2025
Q2 		$256K Buy
+6,158
New +$256K ﹤0.01% 1710
2016
Q4 		– Sell
-4,463
Closed -$147K – 966
2016
Q3 		$147K Hold
4,463
– – ﹤0.01% 557
2016
Q2 		$128K Hold
4,463
– – ﹤0.01% 552
2016
Q1 		$121K Hold
4,463
– – ﹤0.01% 518
2015
Q4 		$124K Buy
+4,463
New +$127K ﹤0.01% 533

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VCM
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Geode Capital Management
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SAM
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Northern Trust
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Victory Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return