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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
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 $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

Caldwell Trust's NBTB Position: Q1 2026 in Review

Caldwell Trust held its NBT Bancorp (NBTB) position steady in Q1 2026 at 372 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Caldwell Trust first reported a position in NBTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.8K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Caldwell Trust held 372 shares of NBT Bancorp worth $15.8K as of Q1 2026.
  • Caldwell Trust left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #620 holding.
  • Caldwell Trust first reported a position in NBT Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Caldwell Trust's NBT Bancorp position peaked at $17.8K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.