Cambridge Investment Research Advisors’s NBT Bancorp NBTB Stock Holding History

Cambridge Investment Research Advisors’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	$298K	Hold	6,037	–	–	﹤0.01%	3453
2026 Q1	$257K	Buy	6,037 +1	+0%	+$43	﹤0.01%	3421
2025 Q4	$251K	Hold	6,036	–	–	﹤0.01%	3374
2025 Q3	$252K	Buy	6,036 +1,078	+22%	+$46.2K	﹤0.01%	3279
2025 Q2	$206K	Sell	4,958 -10	-0.2%	-$416	﹤0.01%	3329
2025 Q1	$213K	Buy	4,968 +187	+4%	+$8.64K	﹤0.01%	3156
2024 Q4	$228K	Buy	4,781 +10	+0.2%	+$476	﹤0.01%	3080
2024 Q3	$211K	Buy	+4,771	New	+$215K	﹤0.01%	3109
2023 Q1	–	Sell	-4,771	Closed	-$207K	–	3217
2022 Q4	$207K	Buy	+4,771	New	+$210K	﹤0.01%	2726

Other funds holding NBTB

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Cambridge Investment Research Advisors's NBTB Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its NBT Bancorp (NBTB) position steady in Q2 2026 at 6,037 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Cambridge Investment Research Advisors first reported a position in NBTB in Q4 2022 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Cambridge Investment Research Advisors held 6,037 shares of NBT Bancorp worth $298K as of Q2 2026.
Cambridge Investment Research Advisors left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3453 holding.
Cambridge Investment Research Advisors first reported a position in NBT Bancorp in Q4 2022 and has held it in 9 quarters since.
70 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.