Colonial Trust’s NBT Bancorp NBTB Stock Holding History

Colonial Trust’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	$4.2K	Buy	100 +34	+52%	+$1.48K	﹤0.01%	890
2025 Q4	$2.75K	Buy	+66	New	+$2.74K	﹤0.01%	969

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Colonial Trust's NBTB Position: Q1 2026 in Review

Colonial Trust increased its NBT Bancorp (NBTB) stake by 52% in Q1 2026, buying an estimated $1.48K and bringing the position to 100 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Colonial Trust first reported a position in NBTB in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Colonial Trust held 100 shares of NBT Bancorp worth $4.2K as of Q1 2026.
Colonial Trust bought 34 NBT Bancorp shares in Q1 2026, an estimated $1.48K.
NBT Bancorp made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #890 holding.
Colonial Trust first reported a position in NBT Bancorp in Q4 2025 and has held it in 2 quarters since.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.