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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $156B AUM 27.51% 1-Year Est. Return

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

Advisory Services Network's NBTB Position: Q1 2026 in Review

Advisory Services Network opened a new position in NBT Bancorp (NBTB) in Q1 2026: 5 shares worth $213. The stake represents ﹤0.01% of the portfolio and ranks #4553 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in NBTB as recently as Q4 2019.

Advisory Services Network first reported a position in NBTB in Q1 2018 and has held it in 9 quarters since. The position peaked at $58K in Q3 2019. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Advisory Services Network held 5 shares of NBT Bancorp worth $213 as of Q1 2026.
NBT Bancorp was a new Advisory Services Network position in Q1 2026.
NBT Bancorp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4553 holding.
Advisory Services Network first reported a position in NBT Bancorp in Q1 2018 and has held it in 9 quarters since.
Advisory Services Network's NBT Bancorp position peaked at $58K in Q3 2019.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.