Concurrent Investment Advisors
NBTB icon

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
Q2 		$291K Buy
5,897
+657
+13% +$30K ﹤0.01% 1706
2026
Q1 		$223K Buy
+5,240
New +$227K ﹤0.01% 1686

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

Concurrent Investment Advisors's NBTB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NBT Bancorp (NBTB) stake by 13% in Q2 2026, buying an estimated $30K and bringing the position to 5,897 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Concurrent Investment Advisors first reported a position in NBTB in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Concurrent Investment Advisors held 5,897 shares of NBT Bancorp worth $291K as of Q2 2026.
  • Concurrent Investment Advisors bought 657 NBT Bancorp shares in Q2 2026, an estimated $30K.
  • NBT Bancorp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1706 holding.
  • Concurrent Investment Advisors first reported a position in NBT Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.