BFS
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
Q2 		$2.77K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bare Financial Services's NBTB Position: Q2 2026 in Review

Bare Financial Services increased its NBT Bancorp (NBTB) stake by 24% in Q2 2026, buying an estimated $503 and bringing the position to 56 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Bare Financial Services first reported a position in NBTB in Q4 2023 and has held it in 4 quarters since. The position peaked at $97.5K in Q4 2023. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Bare Financial Services held 56 shares of NBT Bancorp worth $2.77K as of Q2 2026.
  • Bare Financial Services bought 11 NBT Bancorp shares in Q2 2026, an estimated $503.
  • NBT Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1058 holding.
  • Bare Financial Services first reported a position in NBT Bancorp in Q4 2023 and has held it in 4 quarters since.
  • Bare Financial Services's NBT Bancorp position peaked at $97.5K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.