Cornerstone Financial Management’s NBT Bancorp NBTB Stock Holding History

Cornerstone Financial Management’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	$3.7K	Buy	+75	New	+$3.43K	﹤0.01%	683

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Financial Management's NBTB Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in NBT Bancorp (NBTB) in Q2 2026: 75 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Cornerstone Financial Management held 75 shares of NBT Bancorp worth $3.7K as of Q2 2026.
NBT Bancorp was a new Cornerstone Financial Management position in Q2 2026.
NBT Bancorp made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #683 holding.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.