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Arax Advisory Partners’s NBT Bancorp NBTB Stock Holding History

Arax Advisory Partners’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 		$5.11K Sell
120
-4
-3% -$173 ﹤0.01% 2769
2025
Q4 		$5.15K Sell
124
-662
-84% -$27.5K ﹤0.01% 2834
2025
Q3 		$32.8K Buy
+786
New +$33.7K ﹤0.01% 2036
2025
Q1 		– Sell
-76
Closed -$3.63K – 2913
2024
Q4 		$3.63K Hold
76
– – ﹤0.01% 1848
2024
Q3 		$3.36K Hold
76
– – ﹤0.01% 1878
2024
Q2 		$2.93K Buy
+76
New +$2.75K ﹤0.01% 1821

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arax Advisory Partners's NBTB Position: Q1 2026 in Review

Arax Advisory Partners reduced its NBT Bancorp (NBTB) stake by 3.2% in Q1 2026, selling an estimated $173 and leaving 120 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Arax Advisory Partners first reported a position in NBTB in Q2 2024 and has held it in 6 quarters since. The position peaked at $32.8K in Q3 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Arax Advisory Partners held 120 shares of NBT Bancorp worth $5.11K as of Q1 2026.
  • Arax Advisory Partners sold 4 NBT Bancorp shares in Q1 2026, an estimated $173.
  • NBT Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2769 holding.
  • Arax Advisory Partners first reported a position in NBT Bancorp in Q2 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's NBT Bancorp position peaked at $32.8K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.