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Stephens Consulting’s NBT Bancorp NBTB Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-10
Closed -$429 – 1696
2025
Q1 		$429 Buy
+10
New +$462 ﹤0.01% 976

Other funds holding NBTB

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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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Stephens Consulting's NBTB Position: Q2 2025 in Review

Stephens Consulting sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 10 shares — an estimated $429 sold.

Stephens Consulting first reported a position in NBTB in Q1 2025 and held it in 1 quarter. The position peaked at $429 in Q1 2025. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Stephens Consulting reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 NBT Bancorp shares in Q2 2025, an estimated $429.
  • Stephens Consulting first reported a position in NBT Bancorp in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's NBT Bancorp position peaked at $429 in Q1 2025.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.