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Concurrent Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Concurrent Investment 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
Q1 		$223K Buy
+5,240
New +$227K ﹤0.01% 1686

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

Concurrent Investment Advisors's NBTB Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in NBT Bancorp (NBTB) in Q1 2026: 5,240 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings.

298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Concurrent Investment Advisors held 5,240 shares of NBT Bancorp worth $223K as of Q1 2026.
  • NBT Bancorp was a new Concurrent Investment Advisors position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1686 holding.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.