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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning Group's NBTB Position: Q2 2026 in Review

Cornerstone Planning Group held its NBT Bancorp (NBTB) position steady in Q2 2026 at 11 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Cornerstone Planning Group first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Cornerstone Planning Group held 11 shares of NBT Bancorp worth $569 as of Q2 2026.
  • Cornerstone Planning Group left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1657 holding.
  • Cornerstone Planning Group first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.