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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
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

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

Burney Company's NBTB Position: Q2 2026 in Review

Burney Company opened a new position in NBT Bancorp (NBTB) in Q2 2026: 4,185 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Burney Company previously reported a position in NBTB as recently as Q4 2025.

Burney Company first reported a position in NBTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q4 2024. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Burney Company held 4,185 shares of NBT Bancorp worth $207K as of Q2 2026.
  • NBT Bancorp was a new Burney Company position in Q2 2026.
  • NBT Bancorp made up 0.01% of Burney Company's portfolio in Q2 2026, its #594 holding.
  • Burney Company first reported a position in NBT Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Burney Company's NBT Bancorp position peaked at $441K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.