Bartlett & Co Wealth Management’s NBT Bancorp NBTB Stock Holding History

Bartlett & Co Wealth Management’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	$6.08K	Hold	138	–	–	﹤0.01%	991
2025 Q4	$5.73K	Hold	138	–	–	﹤0.01%	996
2025 Q3	$5.76K	Hold	138	–	–	﹤0.01%	987
2025 Q2	$5.73K	Hold	138	–	–	﹤0.01%	980
2025 Q1	$5.92K	Hold	138	–	–	﹤0.01%	968
2024 Q4	$6.59K	Hold	138	–	–	﹤0.01%	944
2024 Q3	$6.1K	Hold	138	–	–	﹤0.01%	960
2024 Q2	$5.33K	Hold	138	–	–	﹤0.01%	978
2024 Q1	$5.06K	Hold	138	–	–	﹤0.01%	973
2023 Q4	$5.94K	Hold	138	–	–	﹤0.01%	1063
2023 Q3	$4.37K	Hold	138	–	–	﹤0.01%	1008
2023 Q2	$4.39K	Hold	138	–	–	﹤0.01%	1002
2023 Q1	$4.65K	Hold	138	–	–	﹤0.01%	904
2022 Q4	$5.99K	Hold	138	–	–	﹤0.01%	895
2022 Q3	$5.24K	Hold	138	–	–	﹤0.01%	917
2022 Q2	$5.19K	Hold	138	–	–	﹤0.01%	1003
2022 Q1	$4.99K	Buy	+138	New	+$5.36K	﹤0.01%	917
2021 Q4	–	Sell	-288	Closed	-$10.4K	–	705
2021 Q3	$10.4K	Hold	288	–	–	﹤0.01%	693
2021 Q2	$10.4K	Hold	288	–	–	﹤0.01%	683
2021 Q1	$11.5K	Hold	288	–	–	﹤0.01%	716
2020 Q4	$9.24K	Hold	288	–	–	﹤0.01%	736
2020 Q3	$7.72K	Hold	288	–	–	﹤0.01%	701
2020 Q2	$8.86K	Hold	288	–	–	﹤0.01%	692
2020 Q1	$9.33K	Hold	288	–	–	﹤0.01%	666
2019 Q4	$11.7K	Hold	288	–	–	﹤0.01%	712
2019 Q3	$10.5K	Hold	288	–	–	﹤0.01%	731
2019 Q2	$10.8K	Hold	288	–	–	﹤0.01%	581
2019 Q1	$10.4K	Hold	288	–	–	﹤0.01%	577
2018 Q4	$9.96K	Hold	288	–	–	﹤0.01%	584
2018 Q3	$11.1K	Hold	288	–	–	﹤0.01%	597
2018 Q2	$11K	Sell	288 -200	-41%	-$7.54K	﹤0.01%	590
2018 Q1	$17.3K	Buy	+488	New	+$17.9K	﹤0.01%	549

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bartlett & Co Wealth Management's NBTB Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its NBT Bancorp (NBTB) position steady in Q1 2026 at 138 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Bartlett & Co Wealth Management first reported a position in NBTB in Q1 2018 and has held it in 32 quarters since. The position peaked at $17.3K in Q1 2018. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Bartlett & Co Wealth Management held 138 shares of NBT Bancorp worth $6.08K as of Q1 2026.
Bartlett & Co Wealth Management left its NBT Bancorp share count unchanged in Q1 2026.
NBT Bancorp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #991 holding.
Bartlett & Co Wealth Management first reported a position in NBT Bancorp in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's NBT Bancorp position peaked at $17.3K in Q1 2018.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.