Carson Wealth (CWM LLC)
NBTB icon

Carson Wealth (CWM LLC)’s NBT Bancorp NBTB Stock Holding History

Carson Wealth (CWM LLC)’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 		$741K Buy
17,413
+962
+6% +$41.7K ﹤0.01% 1739
2025
Q4 		$683K Sell
16,451
-1,849
-10% -$76.9K ﹤0.01% 1727
2025
Q3 		$764K Sell
18,300
-336
-2% -$14.4K ﹤0.01% 1558
2025
Q2 		$774K Sell
18,636
-658
-3% -$27.4K ﹤0.01% 1393
2025
Q1 		$828K Sell
19,294
-2,094
-10% -$96.8K ﹤0.01% 1238
2024
Q4 		$1.02M Sell
21,388
-1,416
-6% -$67.4K ﹤0.01% 1073
2024
Q3 		$1.01M Sell
22,804
-1,171
-5% -$52.8K ﹤0.01% 1025
2024
Q2 		$925K Sell
23,975
-2,466
-9% -$89.1K ﹤0.01% 936
2024
Q1 		$970K Sell
26,441
-1,644
-6% -$59.5K ﹤0.01% 866
2023
Q4 		$1.18M Sell
28,085
-2,702
-9% -$97.6K 0.01% 735
2023
Q3 		$976K Sell
30,787
-1,410
-4% -$48.3K 0.01% 765
2023
Q2 		$1.02M Sell
32,197
-1,735
-5% -$58K 0.01% 706
2023
Q1 		$1.14M Buy
33,932
+236
+0.7% +$9.26K 0.01% 629
2022
Q4 		$1.46M Buy
33,696
+132
+0.4% +$5.82K 0.01% 507
2022
Q3 		$1.27M Sell
33,564
-1,284
-4% -$50.7K 0.01% 497
2022
Q2 		$1.31M Sell
34,848
-1,507
-4% -$54.6K 0.01% 498
2022
Q1 		$1.31M Buy
36,355
+36,259
+37,770% +$1.41M 0.01% 497
2021
Q4 		$4K Buy
+96
New +$3.58K ﹤0.01% 2857

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBTB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NBT Bancorp (NBTB) stake by 5.8% in Q1 2026, buying an estimated $41.7K and bringing the position to 17,413 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Carson Wealth (CWM LLC) first reported a position in NBTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2022. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,413 shares of NBT Bancorp worth $741K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 962 NBT Bancorp shares in Q1 2026, an estimated $41.7K.
  • NBT Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1739 holding.
  • Carson Wealth (CWM LLC) first reported a position in NBT Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s NBT Bancorp position peaked at $1.46M in Q4 2022.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.