Beacon Pointe Advisors’s NBT Bancorp NBTB Stock Holding History

Beacon Pointe Advisors’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	$866K	Sell	17,544 -6	-0%	-$274	﹤0.01%	1099
2026 Q1	$747K	Buy	+17,550	New	+$761K	﹤0.01%	1109
2025 Q3	–	Sell	-17,543	Closed	-$729K	–	1477
2025 Q2	$729K	Hold	17,543	–	–	0.01%	774
2025 Q1	$753K	Sell	17,543 -166	-0.9%	-$7.67K	0.01%	712
2024 Q4	$846K	Hold	17,709	–	–	0.01%	687
2024 Q3	$783K	Hold	17,709	–	–	0.01%	703
2024 Q2	$684K	Hold	17,709	–	–	0.01%	761
2024 Q1	$650K	Sell	17,709 -394	-2%	-$14.3K	0.01%	818
2023 Q4	$759K	Buy	18,103 +394	+2%	+$14.2K	0.01%	754
2023 Q3	$561K	Sell	17,709 -354	-2%	-$12.1K	0.01%	832
2023 Q2	$575K	Hold	18,063	–	–	0.01%	670
2023 Q1	$609K	Hold	18,063	–	–	0.01%	702
2022 Q4	$784K	Hold	18,063	–	–	0.02%	562
2022 Q3	$685K	Hold	18,063	–	–	0.02%	550
2022 Q2	$678K	Hold	18,063	–	–	0.01%	570
2022 Q1	$653K	Buy	+18,063	New	+$702K	0.01%	732

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Pointe Advisors's NBTB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its NBT Bancorp (NBTB) stake by 0.03% in Q2 2026, selling an estimated $274 and leaving 17,544 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Beacon Pointe Advisors first reported a position in NBTB in Q1 2022 and has held it in 16 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Beacon Pointe Advisors held 17,544 shares of NBT Bancorp worth $866K as of Q2 2026.
Beacon Pointe Advisors sold 6 NBT Bancorp shares in Q2 2026, an estimated $274.
NBT Bancorp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1099 holding.
Beacon Pointe Advisors first reported a position in NBT Bancorp in Q1 2022 and has held it in 16 quarters since.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.