CAPTRUST Financial Advisors
NBTB icon

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
Q2 		$799K Buy
16,177
+10,199
+171% +$466K ﹤0.01% 1863
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CAPTRUST Financial Advisors's NBTB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its NBT Bancorp (NBTB) stake by 171% in Q2 2026, buying an estimated $466K and bringing the position to 16,177 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

CAPTRUST Financial Advisors first reported a position in NBTB in Q4 2020 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,177 shares of NBT Bancorp worth $799K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 10,199 NBT Bancorp shares in Q2 2026, an estimated $466K.
  • NBT Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1863 holding.
  • CAPTRUST Financial Advisors first reported a position in NBT Bancorp in Q4 2020 and has held it in 11 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.