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Action Point Financial Planning’s NBT Bancorp NBTB Stock Holding History

Action Point Financial Planning’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
Q2 		$344 Buy
+7
New +$320 ﹤0.01% 2668

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Action Point Financial Planning's NBTB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NBT Bancorp (NBTB) in Q2 2026: 7 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #2668 among its holdings.

282 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Action Point Financial Planning held 7 shares of NBT Bancorp worth $344 as of Q2 2026.
  • NBT Bancorp was a new Action Point Financial Planning position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2668 holding.
  • 282 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.