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Planning Capital Management Corporation’s NBT Bancorp NBTB Stock Holding History

Planning Capital Management Corporation’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
Q3 		$27.2K Buy
616
+5
+0.8% +$226 0.02% 245
2024
Q2 		$23.6K Buy
611
+5
+0.8% +$181 0.02% 259
2024
Q1 		$22.2K Buy
606
+6
+1% +$217 0.02% 271
2023
Q4 		$25.1K Buy
+600
New +$21.7K 0.02% 253

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Capital Management Corporation's NBTB Position: Q3 2024 in Review

Planning Capital Management Corporation increased its NBT Bancorp (NBTB) stake by 0.82% in Q3 2024, buying an estimated $226 and bringing the position to 616 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #245.

Planning Capital Management Corporation first reported a position in NBTB in Q4 2023 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold NBTB as of Q3 2024.

  • Planning Capital Management Corporation held 616 shares of NBT Bancorp worth $27.2K as of Q3 2024.
  • Planning Capital Management Corporation bought 5 NBT Bancorp shares in Q3 2024, an estimated $226.
  • NBT Bancorp made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #245 holding.
  • Planning Capital Management Corporation first reported a position in NBT Bancorp in Q4 2023 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.