Birchbrook
NBTB icon

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
Q3 		$150K Hold
2,991
– – 0.07% 91
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

NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Birchbrook's NBTB Position: Q3 2026 in Review

Birchbrook held its NBT Bancorp (NBTB) position steady in Q3 2026 at 2,991 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #91.

Birchbrook first reported a position in NBTB in Q4 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Birchbrook held 2,991 shares of NBT Bancorp worth $150K as of Q3 2026.
  • Birchbrook left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up 0.07% of Birchbrook's portfolio in Q3 2026, its #91 holding.
  • Birchbrook first reported a position in NBT Bancorp in Q4 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.