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Summit Securities Group’s NBT Bancorp NBTB Stock Holding History

Summit Securities Group’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
-276
Closed -$11.8K – 1304
2025
Q1 		$11.8K Buy
+276
New +$12.8K ﹤0.01% 532

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
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

Summit Securities Group's NBTB Position: Q2 2025 in Review

Summit Securities Group sold out of NBT Bancorp (NBTB) in Q2 2025, closing a stake of 276 shares — an estimated $11.8K sold.

Summit Securities Group first reported a position in NBTB in Q1 2025 and held it in 1 quarter. The position peaked at $11.8K in Q1 2025. 251 funds tracked by Wall St. Rank hold NBTB as of Q2 2025.

  • Summit Securities Group reported no remaining NBT Bancorp position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 276 NBT Bancorp shares in Q2 2025, an estimated $11.8K.
  • Summit Securities Group first reported a position in NBT Bancorp in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's NBT Bancorp position peaked at $11.8K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.