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Blue Trust Inc’s NBT Bancorp NBTB Stock Holding History

Blue Trust Inc’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 		$27.8K Sell
654
-8
-1% -$347 ﹤0.01% 1539
2025
Q4 		$27.5K Sell
662
-28
-4% -$1.16K ﹤0.01% 1578
2025
Q3 		$28.8K Buy
690
+23
+3% +$987 ﹤0.01% 1572
2025
Q2 		$27.7K Buy
667
+44
+7% +$1.83K ﹤0.01% 1595
2025
Q1 		$26.7K Buy
623
+82
+15% +$3.79K ﹤0.01% 1576
2024
Q4 		$25.8K Buy
541
+19
+4% +$904 ﹤0.01% 1536
2024
Q3 		$20.1K Sell
522
-7
-1% -$316 ﹤0.01% 1937
2024
Q2 		$19.4K Buy
529
+67
+15% +$2.42K ﹤0.01% 1669
2024
Q1 		$16.9K Sell
462
-209
-31% -$7.56K ﹤0.01% 1289
2023
Q4 		$21K Buy
671
+276
+70% +$9.97K ﹤0.01% 1265
2023
Q3 		$13K Buy
+395
New +$13.5K ﹤0.01% 1328

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's NBTB Position: Q1 2026 in Review

Blue Trust Inc reduced its NBT Bancorp (NBTB) stake by 1.2% in Q1 2026, selling an estimated $347 and leaving 654 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Blue Trust Inc first reported a position in NBTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.8K in Q3 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Blue Trust Inc held 654 shares of NBT Bancorp worth $27.8K as of Q1 2026.
  • Blue Trust Inc sold 8 NBT Bancorp shares in Q1 2026, an estimated $347.
  • NBT Bancorp made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1539 holding.
  • Blue Trust Inc first reported a position in NBT Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's NBT Bancorp position peaked at $28.8K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.