CPIA
NBTB icon

Cornell Pochily Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Cornell Pochily 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 		$373K Buy
7,552
+10
+0.1% +$457 0.1% 142
2026
Q1 		$321K Buy
7,542
+12
+0.2% +$520 0.09% 139
2025
Q4 		$313K Buy
7,530
+761
+11% +$31.6K 0.09% 145
2025
Q3 		$283K Buy
6,769
+10
+0.1% +$429 0.08% 155
2025
Q2 		$281K Buy
6,759
+11
+0.2% +$458 0.09% 145
2025
Q1 		$289K Buy
6,748
+10
+0.1% +$462 0.1% 142
2024
Q4 		$322K Buy
6,738
+8
+0.1% +$381 0.11% 134
2024
Q3 		$298K Buy
6,730
+9
+0.1% +$406 0.1% 145
2024
Q2 		$259K Buy
6,721
+11
+0.2% +$398 0.1% 148
2024
Q1 		$246K Buy
6,710
+12
+0.2% +$434 0.1% 154
2023
Q4 		$281K Buy
6,698
+9
+0.1% +$325 0.12% 148
2023
Q3 		$212K Buy
6,689
+12
+0.2% +$411 0.09% 161
2023
Q2 		$213K Buy
6,677
+10
+0.1% +$335 0.09% 161
2023
Q1 		$225K Buy
6,667
+10
+0.2% +$392 0.1% 160
2022
Q4 		$289K Sell
6,657
-6,992
-51% -$308K 0.13% 141
2022
Q3 		$518K Buy
13,649
+9
+0.1% +$355 0.23% 104
2022
Q2 		$513K Buy
13,640
+9
+0.1% +$326 0.23% 108
2022
Q1 		$493K Sell
13,631
-1,202
-8% -$46.7K 0.19% 113
2021
Q4 		$571K Buy
+14,833
New +$554K 0.22% 101

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $103M AUM

Cornell Pochily Investment Advisors's NBTB Position: Q2 2026 in Review

Cornell Pochily Investment Advisors increased its NBT Bancorp (NBTB) stake by 0.13% in Q2 2026, buying an estimated $457 and bringing the position to 7,552 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #142.

Cornell Pochily Investment Advisors first reported a position in NBTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $571K in Q4 2021. 31 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Cornell Pochily Investment Advisors held 7,552 shares of NBT Bancorp worth $373K as of Q2 2026.
  • Cornell Pochily Investment Advisors bought 10 NBT Bancorp shares in Q2 2026, an estimated $457.
  • NBT Bancorp made up 0.1% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Cornell Pochily Investment Advisors first reported a position in NBT Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Cornell Pochily Investment Advisors's NBT Bancorp position peaked at $571K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.