Advisory Services Network’s NBT Bancorp NBTB Stock Holding History

Advisory Services Network’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	–	Sell	-5	Closed	-$213	–	3742
2026 Q1	$213	Buy	+5	New	+$217	﹤0.01%	4553
2020 Q1	–	Sell	-130	Closed	-$4.76K	–	3198
2019 Q4	$5K	Sell	130 -1,416	-92%	-$55.5K	﹤0.01%	2616
2019 Q3	$58K	Hold	1,546	–	–	﹤0.01%	1305
2019 Q2	$58K	Buy	1,546 +1,175	+317%	+$43.7K	﹤0.01%	1303
2019 Q1	$13K	Hold	371	–	–	﹤0.01%	1771
2018 Q4	$13K	Hold	371	–	–	﹤0.01%	1662
2018 Q3	$14K	Hold	371	–	–	﹤0.01%	1697
2018 Q2	$15K	Hold	371	–	–	﹤0.01%	1658
2018 Q1	$13K	Buy	+371	New	+$13.6K	﹤0.01%	1799

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Advisory Services Network's NBTB Position: Q2 2026 in Review

Advisory Services Network sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 5 shares — an estimated $213 sold.

Advisory Services Network first reported a position in NBTB in Q1 2018 and held it in 9 quarters. The position peaked at $58K in Q3 2019. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Advisory Services Network reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 5 NBT Bancorp shares in Q2 2026, an estimated $213.
Advisory Services Network first reported a position in NBT Bancorp in Q1 2018 and held it in 9 quarters.
Advisory Services Network's NBT Bancorp position peaked at $58K in Q3 2019.
286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.