Cerity Partners
NBTB icon

Cerity Partners’s NBT Bancorp NBTB Stock Holding History

Cerity Partners’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 		$1.22M Buy
28,706
+4,085
+17% +$177K ﹤0.01% 1752
2025
Q4 		$1.06M Sell
24,621
-2,635
-10% -$110K ﹤0.01% 1691
2025
Q3 		$1.12M Buy
27,256
+3,191
+13% +$137K ﹤0.01% 1549
2025
Q2 		$1.01M Buy
24,065
+9,625
+67% +$401K ﹤0.01% 1521
2025
Q1 		$619K Buy
+14,440
New +$667K ﹤0.01% 1648

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cerity Partners's NBTB Position: Q1 2026 in Review

Cerity Partners increased its NBT Bancorp (NBTB) stake by 17% in Q1 2026, buying an estimated $177K and bringing the position to 28,706 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Cerity Partners first reported a position in NBTB in Q1 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Cerity Partners held 28,706 shares of NBT Bancorp worth $1.22M as of Q1 2026.
  • Cerity Partners bought 4,085 NBT Bancorp shares in Q1 2026, an estimated $177K.
  • NBT Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1752 holding.
  • Cerity Partners first reported a position in NBT Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.