Raymond James Financial Services Advisors’s NBT Bancorp NBTB Stock Holding History

Raymond James Financial Services Advisors’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	$490K	Sell	11,068 -154	-1%	-$6.95K	﹤0.01%	2638
2024 Q2	$433K	Sell	11,222 -697	-6%	-$25.2K	﹤0.01%	2643
2024 Q1	$437K	Buy	11,919 +54	+0.5%	+$1.95K	﹤0.01%	2611
2023 Q4	$497K	Sell	11,865 -197	-2%	-$7.12K	﹤0.01%	2424
2023 Q3	$382K	Sell	12,062 -2,147	-15%	-$73.5K	﹤0.01%	2488
2023 Q2	$453K	Buy	14,209 +7,671	+117%	+$257K	﹤0.01%	2403
2023 Q1	$220K	Buy	+6,538	New	+$256K	﹤0.01%	2843
2017 Q2	–	Sell	-17,949	Closed	-$665K	–	2560
2017 Q1	$665K	Buy	+17,949	New	+$724K	0.01%	1424

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Raymond James Financial Services Advisors's NBTB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its NBT Bancorp (NBTB) stake by 1.4% in Q3 2024, selling an estimated $6.95K and leaving 11,068 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Raymond James Financial Services Advisors first reported a position in NBTB in Q1 2017 and has held it in 8 quarters since. The position peaked at $665K in Q1 2017. 216 funds tracked by Wall St. Rank hold NBTB as of Q3 2024.

Raymond James Financial Services Advisors held 11,068 shares of NBT Bancorp worth $490K as of Q3 2024.
Raymond James Financial Services Advisors sold 154 NBT Bancorp shares in Q3 2024, an estimated $6.95K.
NBT Bancorp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2638 holding.
Raymond James Financial Services Advisors first reported a position in NBT Bancorp in Q1 2017 and has held it in 8 quarters since.
Raymond James Financial Services Advisors's NBT Bancorp position peaked at $665K in Q1 2017.
216 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.