Caldwell Trust
NBTB icon

Caldwell Trust’s NBT Bancorp NBTB Stock Holding History

Caldwell Trust’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 		$12.5K Sell
250
-122
-33% -$6.32K ﹤0.01% 650
2026
Q2 		$18.4K Hold
372
– – ﹤0.01% 619
2026
Q1 		$15.8K Hold
372
– – ﹤0.01% 620
2025
Q4 		$15.4K Hold
372
– – ﹤0.01% 608
2025
Q3 		$15.5K Hold
372
– – ﹤0.01% 594
2025
Q2 		$15.5K Hold
372
– – ﹤0.01% 591
2025
Q1 		$16K Hold
372
– – ﹤0.01% 584
2024
Q4 		$17.8K Hold
372
– – ﹤0.01% 566
2024
Q3 		$16.5K Hold
372
– – ﹤0.01% 572
2024
Q2 		$14.4K Hold
372
– – ﹤0.01% 581
2024
Q1 		$13.6K Hold
372
– – ﹤0.01% 597
2023
Q4 		$15.6K Hold
372
– – ﹤0.01% 573
2023
Q3 		$11.8K Buy
+372
New +$12.7K ﹤0.01% 604

Other funds holding NBTB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Caldwell Trust's NBTB Position: Q3 2026 in Review

Caldwell Trust reduced its NBT Bancorp (NBTB) stake by 33% in Q3 2026, selling an estimated $6.32K and leaving 250 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Caldwell Trust first reported a position in NBTB in Q3 2023 and has held it in 13 quarters since. The position peaked at $18.4K in Q2 2026. 229 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Caldwell Trust held 250 shares of NBT Bancorp worth $12.5K as of Q3 2026.
  • Caldwell Trust sold 122 NBT Bancorp shares in Q3 2026, an estimated $6.32K.
  • NBT Bancorp made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #650 holding.
  • Caldwell Trust first reported a position in NBT Bancorp in Q3 2023 and has held it in 13 quarters since.
  • Caldwell Trust's NBT Bancorp position peaked at $18.4K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.