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Ascent Wealth Partners’s NBT Bancorp NBTB Stock Holding History

Ascent Wealth 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 		$228K Buy
5,353
+309
+6% +$13.4K 0.03% 174
2025
Q4 		$209K Buy
5,044
+25
+0.5% +$1.04K 0.02% 175
2025
Q3 		$210K Buy
5,019
+24
+0.5% +$1.03K 0.02% 173
2025
Q2 		$208K Buy
4,995
+24
+0.5% +$999 0.03% 166
2025
Q1 		$213K Buy
4,971
+22
+0.4% +$1.02K 0.03% 165
2024
Q4 		$236K Buy
4,949
+19
+0.4% +$904 0.03% 159
2024
Q3 		$218K Buy
+4,930
New +$222K 0.03% 149
2024
Q1 		– Sell
-4,858
Closed -$204K – 164
2023
Q4 		$204K Buy
+4,858
New +$176K 0.03% 157
2017
Q2 		– Sell
-7,565
Closed -$280K – 123
2017
Q1 		$280K Buy
7,565
+562
+8% +$22.7K 0.13% 100
2016
Q4 		$293K Buy
7,003
+21
+0.3% +$781 0.14% 99
2016
Q3 		$229K Buy
+6,982
New +$216K 0.12% 108
2016
Q1 		– Sell
-9,479
Closed -$264K – 112
2015
Q4 		$264K Buy
9,479
+7
+0.1% +$199 0.15% 95
2015
Q3 		$255K Buy
9,472
+7
+0.1% +$185 0.15% 93
2015
Q2 		$248K Buy
9,465
+6
+0.1% +$151 0.14% 100
2015
Q1 		$237K Buy
9,459
+207
+2% +$5.04K 0.13% 106
2014
Q4 		$243K Buy
9,252
+7
+0.1% +$173 0.14% 103
2014
Q3 		$208K Buy
9,245
+527
+6% +$12.5K 0.13% 101
2014
Q2 		$209K Hold
8,718
– – 0.13% 100
2014
Q1 		$213K Hold
8,718
– – 0.15% 96
2013
Q4 		$226K Buy
+8,718
New +$214K 0.16% 94

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

Ascent Wealth Partners's NBTB Position: Q1 2026 in Review

Ascent Wealth Partners increased its NBT Bancorp (NBTB) stake by 6.1% in Q1 2026, buying an estimated $13.4K and bringing the position to 5,353 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #174.

Ascent Wealth Partners first reported a position in NBTB in Q4 2013 and has held it in 20 quarters since. The position peaked at $293K in Q4 2016. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Ascent Wealth Partners held 5,353 shares of NBT Bancorp worth $228K as of Q1 2026.
  • Ascent Wealth Partners bought 309 NBT Bancorp shares in Q1 2026, an estimated $13.4K.
  • NBT Bancorp made up 0.03% of Ascent Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Ascent Wealth Partners first reported a position in NBT Bancorp in Q4 2013 and has held it in 20 quarters since.
  • Ascent Wealth Partners's NBT Bancorp position peaked at $293K in Q4 2016.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.