Baird Financial Group
NBTB icon

Baird Financial Group’s NBT Bancorp NBTB Stock Holding History

Baird Financial Group’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 		$1.83M Buy
+42,931
New +$1.86M ﹤0.01% 1081
2024
Q2 		– Sell
-7,285
Closed -$267K – 1806
2024
Q1 		$267K Sell
7,285
-23
-0.3% -$832 ﹤0.01% 1599
2023
Q4 		$306K Sell
7,308
-466
-6% -$16.8K ﹤0.01% 1509
2023
Q3 		$246K Buy
7,774
+55
+0.7% +$1.88K ﹤0.01% 1563
2023
Q2 		$246K Buy
7,719
+189
+3% +$6.32K ﹤0.01% 1565
2023
Q1 		$254K Buy
7,530
+481
+7% +$18.9K ﹤0.01% 1544
2022
Q4 		$306K Buy
7,049
+29
+0.4% +$1.28K ﹤0.01% 1449
2022
Q3 		$266K Sell
7,020
-101
-1% -$3.99K ﹤0.01% 1504
2022
Q2 		$268K Sell
7,121
-279
-4% -$10.1K ﹤0.01% 1595
2022
Q1 		$267K Sell
7,400
-1,501
-17% -$58.3K ﹤0.01% 1665
2021
Q4 		$343K Buy
8,901
+1,969
+28% +$73.5K ﹤0.01% 1613
2021
Q3 		$250K Buy
6,932
+438
+7% +$15.4K ﹤0.01% 1731
2021
Q2 		$234K Hold
6,494
– – ﹤0.01% 1646
2021
Q1 		$259K Sell
6,494
-18
-0.3% -$662 ﹤0.01% 1559
2020
Q4 		$209K Buy
+6,512
New +$195K ﹤0.01% 1501
2020
Q3 		– Sell
-6,533
Closed -$201K – 1545
2020
Q2 		$201K Hold
6,533
– – ﹤0.01% 1421
2020
Q1 		$212K Hold
6,533
– – ﹤0.01% 1322
2019
Q4 		$265K Sell
6,533
-260
-4% -$10.2K ﹤0.01% 1369
2019
Q3 		$249K Sell
6,793
-14
-0.2% -$513 ﹤0.01% 1369
2019
Q2 		$255K Buy
6,807
+553
+9% +$20.6K ﹤0.01% 1382
2019
Q1 		$225K Sell
6,254
-554
-8% -$20.4K ﹤0.01% 1221
2018
Q4 		$236K Sell
6,808
-3,387
-33% -$124K ﹤0.01% 1174
2018
Q3 		$391K Buy
+10,195
New +$406K ﹤0.01% 1107

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

Baird Financial Group's NBTB Position: Q1 2026 in Review

Baird Financial Group opened a new position in NBT Bancorp (NBTB) in Q1 2026: 42,931 shares worth $1.83M. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in NBTB as recently as Q1 2024.

Baird Financial Group first reported a position in NBTB in Q3 2018 and has held it in 23 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Baird Financial Group held 42,931 shares of NBT Bancorp worth $1.83M as of Q1 2026.
  • NBT Bancorp was a new Baird Financial Group position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1081 holding.
  • Baird Financial Group first reported a position in NBT Bancorp in Q3 2018 and has held it in 23 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.