Simplex Trading
NBTB icon

Simplex Trading’s NBT Bancorp NBTB Stock Holding History

Simplex Trading’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 		$14.5K Buy
+341
New +$14.8K ﹤0.01% 7024
2024
Q4 		– Sell
-1,498
Closed -$71.3K – 9240
2024
Q3 		$66K Sell
1,498
-1,303
-47% -$58.8K ﹤0.01% 5634
2024
Q2 		$108K Buy
2,801
+1,647
+143% +$59.5K ﹤0.01% 5303
2024
Q1 		$42K Buy
+1,154
New +$41.8K ﹤0.01% 6419
2023
Q4 		– Sell
-2,128
Closed -$76.9K – 9460
2023
Q3 		$67K Buy
2,128
+2,123
+42,460% +$72.7K ﹤0.01% 5525
2023
Q2 		$0 Buy
+5
New +$167 ﹤0.01% 9586
2022
Q3 		– Sell
-171
Closed -$6.75K – 10542
2022
Q2 		$6K Sell
171
-612
-78% -$22.2K ﹤0.01% 8730
2022
Q1 		$28K Buy
+783
New +$30.4K ﹤0.01% 7850
2021
Q4 		– Sell
-747
Closed -$27.9K – 11081
2021
Q3 		$26K Hold
747
– – ﹤0.01% 8203
2021
Q2 		$26K Buy
+747
New +$28.9K ﹤0.01% 8344
2021
Q1 		– Sell
-1,115
Closed -$41K – 9613
2020
Q4 		$35K Buy
1,115
+64
+6% +$1.92K ﹤0.01% 6534
2020
Q3 		$28K Buy
+1,051
New +$31.2K ﹤0.01% 6132
2020
Q1 		– Sell
-292
Closed -$10.7K – 8022
2019
Q4 		$11K Buy
292
+192
+192% +$7.53K ﹤0.01% 6335
2019
Q3 		$3K Buy
+100
New +$3.66K ﹤0.01% 6809
2018
Q1 		– Sell
-2,409
Closed -$88.3K – 6605
2017
Q4 		$88K Buy
+2,409
New +$90.9K ﹤0.01% 1909
2017
Q2 		– Sell
-88
Closed -$3K – 6543
2017
Q1 		$3K Sell
88
-199
-69% -$8.02K ﹤0.01% 5033
2016
Q4 		$12K Buy
+287
New +$10.7K ﹤0.01% 3569

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

Simplex Trading's NBTB Position: Q1 2026 in Review

Simplex Trading opened a new position in NBT Bancorp (NBTB) in Q1 2026: 341 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #7024 among its holdings. This is a return to the name: Simplex Trading previously reported a position in NBTB as recently as Q3 2024.

Simplex Trading first reported a position in NBTB in Q4 2016 and has held it in 17 quarters since. The position peaked at $108K in Q2 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Simplex Trading held 341 shares of NBT Bancorp worth $14.5K as of Q1 2026.
  • NBT Bancorp was a new Simplex Trading position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7024 holding.
  • Simplex Trading first reported a position in NBT Bancorp in Q4 2016 and has held it in 17 quarters since.
  • Simplex Trading's NBT Bancorp position peaked at $108K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.