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Capital Advisors Ltd’s NBT Bancorp NBTB Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
4
– – ﹤0.01% 1506
2026
Q1 		$0 Hold
4
– – ﹤0.01% 1518
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1495
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1491
2025
Q2 		$0 Buy
+4
New +$167 ﹤0.01% 1535

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
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
IA
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Capital Advisors Ltd's NBTB Position: Q2 2026 in Review

Capital Advisors Ltd held its NBT Bancorp (NBTB) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Capital Advisors Ltd first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Capital Advisors Ltd held 4 shares of NBT Bancorp worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1506 holding.
  • Capital Advisors Ltd first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.