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Bradley Foster & Sargent’s NBT Bancorp NBTB Stock Holding History

Bradley Foster & Sargent’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 		$446K Hold
9,027
– – 0.01% 424
2026
Q1 		$384K Hold
9,027
– – 0.01% 424
2025
Q4 		$375K Buy
9,027
+760
+9% +$31.6K 0.01% 432
2025
Q3 		$346K Sell
8,267
-760
-8% -$32.6K 0.01% 442
2025
Q2 		$375K Sell
9,027
-971
-10% -$40.4K 0.01% 430
2025
Q1 		$429K Sell
9,998
-2,366
-19% -$109K 0.01% 357
2024
Q4 		$591K Hold
12,364
– – 0.01% 336
2024
Q3 		$547K Sell
12,364
-15,849
-56% -$715K 0.01% 350
2024
Q2 		$1.09M Buy
28,213
+9,349
+50% +$338K 0.02% 265
2024
Q1 		$692K Sell
18,864
-48,104
-72% -$1.74M 0.01% 312
2023
Q4 		$2.81M Buy
+66,968
New +$2.42M 0.05% 176

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 $3.37T AUM 44.26% 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
SAM
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

Bradley Foster & Sargent's NBTB Position: Q2 2026 in Review

Bradley Foster & Sargent held its NBT Bancorp (NBTB) position steady in Q2 2026 at 9,027 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #424.

Bradley Foster & Sargent first reported a position in NBTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.81M in Q4 2023. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Bradley Foster & Sargent held 9,027 shares of NBT Bancorp worth $446K as of Q2 2026.
  • Bradley Foster & Sargent left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #424 holding.
  • Bradley Foster & Sargent first reported a position in NBT Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Bradley Foster & Sargent's NBT Bancorp position peaked at $2.81M in Q4 2023.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.