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
Q2 		$1.53M Buy
30,902
+2,196
+8% +$100K ﹤0.01% 1744
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 $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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
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

Cerity Partners's NBTB Position: Q2 2026 in Review

Cerity Partners increased its NBT Bancorp (NBTB) stake by 7.6% in Q2 2026, buying an estimated $100K and bringing the position to 30,902 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Cerity Partners first reported a position in NBTB in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Cerity Partners held 30,902 shares of NBT Bancorp worth $1.53M as of Q2 2026.
  • Cerity Partners bought 2,196 NBT Bancorp shares in Q2 2026, an estimated $100K.
  • NBT Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1744 holding.
  • Cerity Partners first reported a position in NBT Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.