Covestor’s NBT Bancorp NBTB Stock Holding History

Covestor’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	$0	Buy	5 +1	+25%	+$43	﹤0.01%	2598
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2574
2025 Q3	$0	Hold	4	–	–	﹤0.01%	2587
2025 Q2	$0	Sell	4 -7	-64%	-$291	﹤0.01%	2555
2025 Q1	$0	Buy	11 +5	+83%	+$231	﹤0.01%	2548
2024 Q4	$0	Buy	6 +1	+20%	+$48	﹤0.01%	2556
2024 Q3	$0	Hold	5	–	–	﹤0.01%	2552
2024 Q2	$0	Buy	5 +1	+25%	+$36	﹤0.01%	2566
2024 Q1	$0	Sell	4 -1	-20%	-$36	﹤0.01%	2560
2023 Q4	$0	Hold	5	–	–	﹤0.01%	2504
2023 Q3	$0	Hold	5	–	–	﹤0.01%	2488
2023 Q2	$0	Sell	5 -2	-29%	-$67	﹤0.01%	2464
2023 Q1	$0	Buy	7 +2	+40%	+$78	﹤0.01%	2386
2022 Q4	$0	Sell	5 -2	-29%	-$88	﹤0.01%	2407
2022 Q3	$0	Sell	7 -11	-61%	-$434	﹤0.01%	2378
2022 Q2	$1K	Sell	18 -6	-25%	-$218	﹤0.01%	1767
2022 Q1	$1K	Sell	24 -9	-27%	-$350	﹤0.01%	1895
2021 Q4	$1K	Buy	+33	New	+$1.23K	﹤0.01%	1851

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Covestor's NBTB Position: Q1 2026 in Review

Covestor increased its NBT Bancorp (NBTB) stake by 25% in Q1 2026, buying an estimated $43 and bringing the position to 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Covestor first reported a position in NBTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q2 2022. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Covestor held 5 shares of NBT Bancorp worth $0 as of Q1 2026.
Covestor bought 1 NBT Bancorp share in Q1 2026, an estimated $43.
NBT Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2598 holding.
Covestor first reported a position in NBT Bancorp in Q4 2021 and has held it in 18 quarters since.
Covestor's NBT Bancorp position peaked at $1K in Q2 2022.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.