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Bell Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Bell Investment 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 		$494 Buy
+10
New +$457 ﹤0.01% 1732
2023
Q1 		– Sell
-33
Closed -$1.43K – 1962
2022
Q4 		$1.43K Hold
33
– – ﹤0.01% 1450
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1491
2022
Q2 		$1K Buy
+33
New +$1.2K ﹤0.01% 1509
2021
Q4 		$2K Buy
59
+40
+211% +$1.49K ﹤0.01% 1182
2021
Q3 		$1K Buy
+19
New +$667 ﹤0.01% 1472

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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
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

Bell Investment Advisors's NBTB Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in NBT Bancorp (NBTB) in Q2 2026: 10 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #1732 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in NBTB as recently as Q4 2022.

Bell Investment Advisors first reported a position in NBTB in Q3 2021 and has held it in 6 quarters since. The position peaked at $2K in Q4 2021. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Bell Investment Advisors held 10 shares of NBT Bancorp worth $494 as of Q2 2026.
  • NBT Bancorp was a new Bell Investment Advisors position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1732 holding.
  • Bell Investment Advisors first reported a position in NBT Bancorp in Q3 2021 and has held it in 6 quarters since.
  • Bell Investment Advisors's NBT Bancorp position peaked at $2K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.