Creative Planning’s NBT Bancorp NBTB Stock Holding History

Creative Planning’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	$1.02M	Sell	23,897 -4,335	-15%	-$188K	﹤0.01%	2439
2025 Q4	$1.17M	Buy	+28,232	New	+$1.17M	﹤0.01%	2168
2022 Q3	–	Sell	-7,428	Closed	-$279K	–	2407
2022 Q2	$279K	Hold	7,428	–	–	﹤0.01%	1664
2022 Q1	$268K	Hold	7,428	–	–	﹤0.01%	1707
2021 Q4	$286K	Buy	+7,428	New	+$277K	﹤0.01%	1657
2017 Q3	–	Sell	-1,893	Closed	-$70K	–	3049
2017 Q2	$70K	Sell	1,893 -10,048	-84%	-$373K	﹤0.01%	2253
2017 Q1	$443K	Hold	11,941	–	–	﹤0.01%	1047
2016 Q4	$500K	Sell	11,941 -15,072	-56%	-$560K	﹤0.01%	924
2016 Q3	$888K	Hold	27,013	–	–	0.01%	642
2016 Q2	$773K	Hold	27,013	–	–	0.01%	595
2016 Q1	$728K	Hold	27,013	–	–	0.01%	604
2015 Q4	$753K	Buy	27,013 +25,270	+1,450%	+$719K	0.01%	596
2015 Q3	$47K	Buy	+1,743	New	+$46.2K	﹤0.01%	2089
2015 Q1	–	Sell	-176	Closed	-$5K	–	4340
2014 Q4	$5K	Buy	+176	New	+$4.34K	﹤0.01%	3502

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

Creative Planning's NBTB Position: Q1 2026 in Review

Creative Planning reduced its NBT Bancorp (NBTB) stake by 15% in Q1 2026, selling an estimated $188K and leaving 23,897 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Creative Planning first reported a position in NBTB in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Creative Planning held 23,897 shares of NBT Bancorp worth $1.02M as of Q1 2026.
Creative Planning sold 4,335 NBT Bancorp shares in Q1 2026, an estimated $188K.
NBT Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2439 holding.
Creative Planning first reported a position in NBT Bancorp in Q4 2014 and has held it in 14 quarters since.
Creative Planning's NBT Bancorp position peaked at $1.17M in Q4 2025.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.