Superior Planning, LLC’s NBT Bancorp NBTB Stock Holding History

Superior Planning, LLC’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 Q3	$1.15K	Buy	+23	New	+$1.19K	﹤0.01%	1717

Other funds holding NBTB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Superior Planning, LLC's NBTB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NBT Bancorp (NBTB) in Q3 2026: 23 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings.

190 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

Superior Planning, LLC held 23 shares of NBT Bancorp worth $1.15K as of Q3 2026.
NBT Bancorp was a new Superior Planning, LLC position in Q3 2026.
NBT Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1717 holding.
190 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.