Burney Company
NBTB icon

Burney Company’s NBT Bancorp NBTB Stock Holding History

Burney Company’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 		$210K Hold
4,185
– – 0.01% 596
2026
Q2 		$207K Buy
+4,185
New +$191K 0.01% 594
2026
Q1 		– Sell
-9,242
Closed -$384K – 623
2025
Q4 		$384K Hold
9,242
– – 0.01% 484
2025
Q3 		$386K Hold
9,242
– – 0.01% 460
2025
Q2 		$384K Hold
9,242
– – 0.01% 458
2025
Q1 		$396K Hold
9,242
– – 0.01% 447
2024
Q4 		$441K Buy
+9,242
New +$440K 0.02% 441

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Burney Company's NBTB Position: Q3 2026 in Review

Burney Company held its NBT Bancorp (NBTB) position steady in Q3 2026 at 4,185 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #596.

Burney Company first reported a position in NBTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2024. 24 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Burney Company held 4,185 shares of NBT Bancorp worth $210K as of Q3 2026.
  • Burney Company left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up 0.01% of Burney Company's portfolio in Q3 2026, its #596 holding.
  • Burney Company first reported a position in NBT Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Burney Company's NBT Bancorp position peaked at $441K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.