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Cornerstone Planning Group’s NBT Bancorp NBTB Stock Holding History

Cornerstone Planning Group’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 		$492 Hold
11
– – ﹤0.01% 1652
2025
Q4 		$469 Hold
11
– – ﹤0.01% 1521
2025
Q3 		$445 Hold
11
– – ﹤0.01% 1507
2025
Q2 		$450 Buy
+11
New +$458 ﹤0.01% 1328

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

Cornerstone Planning Group's NBTB Position: Q1 2026 in Review

Cornerstone Planning Group held its NBT Bancorp (NBTB) position steady in Q1 2026 at 11 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Cornerstone Planning Group first reported a position in NBTB in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Cornerstone Planning Group held 11 shares of NBT Bancorp worth $492 as of Q1 2026.
  • Cornerstone Planning Group left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1652 holding.
  • Cornerstone Planning Group first reported a position in NBT Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.