PS
NBTB icon

Principal Securities’s NBT Bancorp NBTB Stock Holding History

Principal Securities’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
Q4 		– Sell
-30
Closed -$1.25K – 2725
2025
Q3 		$1.25K Hold
30
– – ﹤0.01% 3347
2025
Q2 		$1.25K Buy
30
+8
+36% +$333 ﹤0.01% 3278
2025
Q1 		$1.05K Hold
22
– – ﹤0.01% 3199
2024
Q4 		$1.05K Hold
22
– – ﹤0.01% 3192
2024
Q3 		$973 Buy
+22
New +$993 ﹤0.01% 3146

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's NBTB Position: Q4 2025 in Review

Principal Securities sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 30 shares — an estimated $1.25K sold.

Principal Securities first reported a position in NBTB in Q3 2024 and held it in 5 quarters. The position peaked at $1.25K in Q3 2025. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • Principal Securities reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 30 NBT Bancorp shares in Q4 2025, an estimated $1.25K.
  • Principal Securities first reported a position in NBT Bancorp in Q3 2024 and held it in 5 quarters.
  • Principal Securities's NBT Bancorp position peaked at $1.25K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.