Cornerstone Planning Group
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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
Q3 		– Sell
-11
Closed -$569 – 1132
2026
Q2 		$569 Hold
11
– – ﹤0.01% 1657
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

NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Peoples Financial Services Corp
Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's NBTB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of NBT Bancorp (NBTB) in Q3 2026, closing a stake of 11 shares — an estimated $569 sold.

Cornerstone Planning Group first reported a position in NBTB in Q2 2025 and held it in 5 quarters. The position peaked at $569 in Q2 2026. 52 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NBT Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 NBT Bancorp shares in Q3 2026, an estimated $569.
  • Cornerstone Planning Group first reported a position in NBT Bancorp in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's NBT Bancorp position peaked at $569 in Q2 2026.
  • 52 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.