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Clearstead Advisors’s NBT Bancorp NBTB Stock Holding History

Clearstead 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 		$1.38K Buy
+28
New +$1.28K ﹤0.01% 2601
2025
Q3 		– Sell
-256
Closed -$10.6K – 3186
2025
Q2 		$10.6K Hold
256
– – ﹤0.01% 1869
2025
Q1 		$11K Sell
256
-64
-20% -$2.96K ﹤0.01% 1589
2024
Q4 		$15.3K Hold
320
– – ﹤0.01% 1465
2024
Q3 		$14.2K Hold
320
– – ﹤0.01% 1512
2024
Q2 		$12.4K Buy
+320
New +$11.6K ﹤0.01% 1502

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

Clearstead Advisors's NBTB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NBT Bancorp (NBTB) in Q2 2026: 28 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #2601 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NBTB as recently as Q2 2025.

Clearstead Advisors first reported a position in NBTB in Q2 2024 and has held it in 6 quarters since. The position peaked at $15.3K in Q4 2024. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Clearstead Advisors held 28 shares of NBT Bancorp worth $1.38K as of Q2 2026.
  • NBT Bancorp was a new Clearstead Advisors position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2601 holding.
  • Clearstead Advisors first reported a position in NBT Bancorp in Q2 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's NBT Bancorp position peaked at $15.3K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.