Susquehanna Fundamental Investments’s NBT Bancorp NBTB Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-7,109	Closed	-$295K	–	701
2025 Q2	$295K	Sell	7,109 -9,174	-56%	-$382K	0.01%	623
2025 Q1	$699K	Sell	16,283 -7,851	-33%	-$363K	0.01%	769
2024 Q4	$1.15M	Buy	+24,134	New	+$1.15M	0.02%	673
2023 Q2	–	Sell	-12,750	Closed	-$430K	–	797
2023 Q1	$430K	Sell	12,750 -1,475	-10%	-$57.8K	0.01%	717
2022 Q4	$618K	Buy	14,225 +800	+6%	+$35.3K	0.01%	801
2022 Q3	$509K	Buy	+13,425	New	+$530K	0.01%	1013
2022 Q1	$563K	Buy	+15,569	New	+$605K	0.01%	1026
2020 Q4	–	Sell	-12,876	Closed	-$345K	–	1568
2020 Q3	$345K	Sell	12,876 -4,424	-26%	-$131K	0.01%	1011
2020 Q2	$532K	Buy	+17,300	New	+$539K	0.03%	603

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

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

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

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Susquehanna Fundamental Investments's NBTB Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of NBT Bancorp (NBTB) in Q3 2025, closing a stake of 7,109 shares — an estimated $295K sold.

Susquehanna Fundamental Investments first reported a position in NBTB in Q2 2020 and held it in 9 quarters. The position peaked at $1.15M in Q4 2024. 262 funds tracked by Wall St. Rank hold NBTB as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining NBT Bancorp position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 7,109 NBT Bancorp shares in Q3 2025, an estimated $295K.
Susquehanna Fundamental Investments first reported a position in NBT Bancorp in Q2 2020 and held it in 9 quarters.
Susquehanna Fundamental Investments's NBT Bancorp position peaked at $1.15M in Q4 2024.
262 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.