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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
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

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

Bare Financial Services's NBTB Position: Q1 2026 in Review

Bare Financial Services reduced its NBT Bancorp (NBTB) stake by 43% in Q1 2026, selling an estimated $1.48K and leaving 45 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Bare Financial Services first reported a position in NBTB in Q4 2023 and has held it in 3 quarters since. The position peaked at $97.5K in Q4 2023. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Bare Financial Services held 45 shares of NBT Bancorp worth $1.92K as of Q1 2026.
  • Bare Financial Services sold 34 NBT Bancorp shares in Q1 2026, an estimated $1.48K.
  • NBT Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #997 holding.
  • Bare Financial Services first reported a position in NBT Bancorp in Q4 2023 and has held it in 3 quarters since.
  • Bare Financial Services's NBT Bancorp position peaked at $97.5K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

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