CAPTRUST Financial Advisors’s NBT Bancorp NBTB Stock Holding History

CAPTRUST Financial 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 Q1	$255K	Buy	5,978 +788	+15%	+$34.2K	﹤0.01%	2504
2025 Q4	$215K	Buy	+5,190	New	+$216K	﹤0.01%	2477
2025 Q1	–	Sell	-5,525	Closed	-$264K	–	2422
2024 Q4	$264K	Buy	+5,525	New	+$263K	﹤0.01%	1987
2022 Q3	–	Sell	-2,339	Closed	-$88K	–	3303
2022 Q2	$88K	Buy	2,339 +166	+8%	+$6.02K	﹤0.01%	2296
2022 Q1	$79K	Buy	2,173 +1,446	+199%	+$56.2K	﹤0.01%	2454
2021 Q4	$28K	Sell	727 -6	-0.8%	-$224	﹤0.01%	3073
2021 Q3	$26K	Buy	733 +81	+12%	+$2.84K	﹤0.01%	2997
2021 Q2	$23K	Sell	652 -17	-3%	-$657	﹤0.01%	3010
2021 Q1	$27K	Buy	669 +584	+687%	+$21.5K	﹤0.01%	2817
2020 Q4	$3K	Buy	+85	New	+$2.54K	﹤0.01%	3012

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors's NBTB Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its NBT Bancorp (NBTB) stake by 15% in Q1 2026, buying an estimated $34.2K and bringing the position to 5,978 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

CAPTRUST Financial Advisors first reported a position in NBTB in Q4 2020 and has held it in 10 quarters since. The position peaked at $264K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

CAPTRUST Financial Advisors held 5,978 shares of NBT Bancorp worth $255K as of Q1 2026.
CAPTRUST Financial Advisors bought 788 NBT Bancorp shares in Q1 2026, an estimated $34.2K.
NBT Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2504 holding.
CAPTRUST Financial Advisors first reported a position in NBT Bancorp in Q4 2020 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's NBT Bancorp position peaked at $264K in Q4 2024.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.