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Destiny Wealth Partners’s NBT Bancorp NBTB Stock Holding History

Destiny Wealth Partners’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 		– Sell
-293
Closed -$12.5K – 760
2026
Q1 		$12.5K Buy
+293
New +$12.7K ﹤0.01% 886

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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

Destiny Wealth Partners's NBTB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 293 shares — an estimated $12.5K sold.

Destiny Wealth Partners first reported a position in NBTB in Q1 2026 and held it in 1 quarter. The position peaked at $12.5K in Q1 2026. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 293 NBT Bancorp shares in Q2 2026, an estimated $12.5K.
  • Destiny Wealth Partners first reported a position in NBT Bancorp in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's NBT Bancorp position peaked at $12.5K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.