Allworth Financial
NBTB icon

Allworth Financial’s NBT Bancorp NBTB Stock Holding History

Allworth Financial’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 		$15.1K Sell
306
-694
-69% -$31.7K ﹤0.01% 3424
2026
Q1 		$42.6K Sell
1,000
-57
-5% -$2.47K ﹤0.01% 2444
2025
Q4 		$43.9K Sell
1,057
-44
-4% -$1.83K ﹤0.01% 2291
2025
Q3 		$46K Buy
+1,101
New +$47.2K ﹤0.01% 2154

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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
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

Allworth Financial's NBTB Position: Q2 2026 in Review

Allworth Financial reduced its NBT Bancorp (NBTB) stake by 69% in Q2 2026, selling an estimated $31.7K and leaving 306 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

Allworth Financial first reported a position in NBTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $46K in Q3 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Allworth Financial held 306 shares of NBT Bancorp worth $15.1K as of Q2 2026.
  • Allworth Financial sold 694 NBT Bancorp shares in Q2 2026, an estimated $31.7K.
  • NBT Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3424 holding.
  • Allworth Financial first reported a position in NBT Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's NBT Bancorp position peaked at $46K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.