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Birchbrook’s NBT Bancorp NBTB Stock Holding History

Birchbrook’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 		$148K Hold
2,991
– – 0.07% 94
2026
Q1 		$127K Hold
2,991
– – 0.06% 95
2025
Q4 		$124K Hold
2,991
– – 0.06% 93
2025
Q3 		$125K Hold
2,991
– – 0.06% 93
2025
Q2 		$124K Hold
2,991
– – 0.07% 95
2025
Q1 		$128K Hold
2,991
– – 0.07% 87
2024
Q4 		$143K Hold
2,991
– – 0.08% 78
2024
Q3 		$132K Hold
2,991
– – 0.07% 86
2024
Q2 		$115K Hold
2,991
– – 0.07% 87
2024
Q1 		$110K Hold
2,991
– – 0.07% 90
2023
Q4 		$125K Buy
+2,991
New +$108K 0.08% 84

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $103M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Birchbrook's NBTB Position: Q2 2026 in Review

Birchbrook held its NBT Bancorp (NBTB) position steady in Q2 2026 at 2,991 shares worth $148K. The position accounts for 0.07% of the portfolio, ranked #94.

Birchbrook first reported a position in NBTB in Q4 2023 and has held it in 11 quarters since. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Birchbrook held 2,991 shares of NBT Bancorp worth $148K as of Q2 2026.
  • Birchbrook left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up 0.07% of Birchbrook's portfolio in Q2 2026, its #94 holding.
  • Birchbrook first reported a position in NBT Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.