CVA Family Office’s NBT Bancorp NBTB Stock Holding History

CVA Family Office’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	$444	Hold	9	–	–	﹤0.01%	1740
2026 Q1	$383	Buy	+9	New	+$390	﹤0.01%	1781

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CVA Family Office's NBTB Position: Q2 2026 in Review

CVA Family Office held its NBT Bancorp (NBTB) position steady in Q2 2026 at 9 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

CVA Family Office first reported a position in NBTB in Q1 2026 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

CVA Family Office held 9 shares of NBT Bancorp worth $444 as of Q2 2026.
CVA Family Office left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1740 holding.
CVA Family Office first reported a position in NBT Bancorp in Q1 2026 and has held it in 2 quarters since.
286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.