Curi RMB Capital’s NBT Bancorp NBTB Stock Holding History

Curi RMB Capital’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	$969K	Hold	22,753	–	–	0.02%	450
2025 Q4	$945K	Buy	22,753 +5,610	+33%	+$233K	0.02%	471
2025 Q3	$716K	Hold	17,143	–	–	0.01%	464
2025 Q2	$712K	Buy	17,143 +2,143	+14%	+$89.2K	0.01%	467
2025 Q1	$644K	Hold	15,000	–	–	0.02%	364
2024 Q4	$716K	Sell	15,000 -25,000	-63%	-$1.19M	0.02%	371
2024 Q3	$1.77M	Hold	40,000	–	–	0.04%	279
2024 Q2	$1.54M	Hold	40,000	–	–	0.04%	294
2024 Q1	$1.47M	Hold	40,000	–	–	0.03%	304
2023 Q4	$1.68M	Hold	40,000	–	–	0.05%	250
2023 Q3	$1.27M	Hold	40,000	–	–	0.04%	261
2023 Q2	$1.27M	Hold	40,000	–	–	0.04%	262
2023 Q1	$1.35M	Hold	40,000	–	–	0.05%	255
2022 Q4	$1.74M	Sell	40,000 -10,000	-20%	-$441K	0.06%	229
2022 Q3	$1.9M	Sell	50,000 -25,000	-33%	-$987K	0.07%	228
2022 Q2	$2.82M	Buy	+75,000	New	+$2.72M	0.1%	184
2016 Q3	–	Sell	-36,780	Closed	-$1.05M	–	484
2016 Q2	$1.05M	Hold	36,780	–	–	0.06%	232
2016 Q1	$991K	Hold	36,780	–	–	0.06%	224
2015 Q4	$1.02M	Hold	36,780	–	–	0.05%	241
2015 Q3	$991K	Hold	36,780	–	–	0.07%	267
2015 Q2	$963K	Hold	36,780	–	–	0.06%	240
2015 Q1	$922K	Buy	36,780 +4,480	+14%	+$109K	0.06%	274
2014 Q4	$849K	Buy	32,300 +2,300	+8%	+$56.8K	0.05%	306
2014 Q3	$676K	Hold	30,000	–	–	0.04%	322
2014 Q2	$721K	Buy	+30,000	New	+$700K	0.05%	295

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

Curi RMB Capital's NBTB Position: Q1 2026 in Review

Curi RMB Capital held its NBT Bancorp (NBTB) position steady in Q1 2026 at 22,753 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #450.

Curi RMB Capital first reported a position in NBTB in Q2 2014 and has held it in 25 quarters since. The position peaked at $2.82M in Q2 2022. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Curi RMB Capital held 22,753 shares of NBT Bancorp worth $969K as of Q1 2026.
Curi RMB Capital left its NBT Bancorp share count unchanged in Q1 2026.
NBT Bancorp made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #450 holding.
Curi RMB Capital first reported a position in NBT Bancorp in Q2 2014 and has held it in 25 quarters since.
Curi RMB Capital's NBT Bancorp position peaked at $2.82M in Q2 2022.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.