Concurrent Investment Advisors
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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
Q3 		– Sell
-5,897
Closed -$291K – 2476
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Concurrent Investment Advisors's NBTB Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of NBT Bancorp (NBTB) in Q3 2026, closing a stake of 5,897 shares — an estimated $291K sold.

Concurrent Investment Advisors first reported a position in NBTB in Q1 2026 and held it in 2 quarters. The position peaked at $291K in Q2 2026. 24 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining NBT Bancorp position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,897 NBT Bancorp shares in Q3 2026, an estimated $291K.
  • Concurrent Investment Advisors first reported a position in NBT Bancorp in Q1 2026 and held it in 2 quarters.
  • Concurrent Investment Advisors's NBT Bancorp position peaked at $291K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.