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CreativeOne Wealth’s NBT Bancorp NBTB Stock Holding History

CreativeOne Wealth’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 		$753K Sell
15,254
-134
-0.9% -$6.13K 0.02% 671
2026
Q1 		$655K Buy
15,388
+149
+1% +$6.46K 0.02% 708
2025
Q4 		$633K Buy
15,239
+7
+0% +$291 0.02% 707
2025
Q3 		$636K Buy
+15,232
New +$653K 0.02% 690

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

CreativeOne Wealth's NBTB Position: Q2 2026 in Review

CreativeOne Wealth reduced its NBT Bancorp (NBTB) stake by 0.87% in Q2 2026, selling an estimated $6.13K and leaving 15,254 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #671.

CreativeOne Wealth first reported a position in NBTB in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • CreativeOne Wealth held 15,254 shares of NBT Bancorp worth $753K as of Q2 2026.
  • CreativeOne Wealth sold 134 NBT Bancorp shares in Q2 2026, an estimated $6.13K.
  • NBT Bancorp made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #671 holding.
  • CreativeOne Wealth first reported a position in NBT Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.