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Savant Capital’s NBT Bancorp NBTB Stock Holding History

Savant Capital’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 		$3.14M Buy
73,714
+2,859
+4% +$124K 0.02% 346
2025
Q4 		$2.94M Buy
70,855
+185
+0.3% +$7.69K 0.02% 333
2025
Q3 		$2.95M Buy
70,670
+44,582
+171% +$1.91M 0.02% 316
2025
Q2 		$1.08M Sell
26,088
-4,711
-15% -$196K 0.01% 496
2025
Q1 		$1.32M Sell
30,799
-2,457
-7% -$114K 0.01% 416
2024
Q4 		$1.59M Sell
33,256
-37,758
-53% -$1.8M 0.01% 507
2024
Q3 		$3.14M Buy
71,014
+6,324
+10% +$285K 0.03% 310
2024
Q2 		$2.5M Sell
64,690
-5,430
-8% -$196K 0.03% 323
2024
Q1 		$2.57M Buy
70,120
+6,269
+10% +$227K 0.03% 291
2023
Q4 		$2.68M Hold
63,851
– – 0.03% 240
2023
Q3 		$2.02M Hold
63,851
– – 0.03% 262
2023
Q2 		$2.03M Buy
+63,851
New +$2.14M 0.03% 258

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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