Bare Financial Services
NBTB icon

Bare Financial Services’s NBT Bancorp NBTB Stock Holding History

Bare Financial Services’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
Q3 		$18.6K Buy
372
+316
+564% +$16.4K ﹤0.01% 321
2026
Q2 		$2.76K Buy
56
+11
+24% +$503 ﹤0.01% 1058
2026
Q1 		$1.92K Sell
45
-34
-43% -$1.48K ﹤0.01% 997
2025
Q4 		$3.28K Buy
+79
New +$3.28K ﹤0.01% 693
2024
Q1 		– Sell
-2,327
Closed -$97.5K – 145
2023
Q4 		$97.5K Buy
+2,327
New +$84.1K 0.2% 38

Other funds holding NBTB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bare Financial Services's NBTB Position: Q3 2026 in Review

Bare Financial Services increased its NBT Bancorp (NBTB) stake by 564% in Q3 2026, buying an estimated $16.4K and bringing the position to 372 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Bare Financial Services first reported a position in NBTB in Q4 2023 and has held it in 5 quarters since. The position peaked at $97.5K in Q4 2023. 140 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Bare Financial Services held 372 shares of NBT Bancorp worth $18.6K as of Q3 2026.
  • Bare Financial Services bought 316 NBT Bancorp shares in Q3 2026, an estimated $16.4K.
  • NBT Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #321 holding.
  • Bare Financial Services first reported a position in NBT Bancorp in Q4 2023 and has held it in 5 quarters since.
  • Bare Financial Services's NBT Bancorp position peaked at $97.5K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.