Dimensional Fund Advisors
NBTB icon

Dimensional Fund Advisors’s NBT Bancorp NBTB Stock Holding History

Dimensional Fund Advisors’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 		$99.3M Buy
2,330,975
+30,141
+1% +$1.31M 0.02% 1070
2025
Q4 		$95.5M Buy
2,300,834
+8,044
+0.4% +$334K 0.02% 1105
2025
Q3 		$95.7M Buy
2,292,790
+300
+0% +$12.9K 0.02% 1105
2025
Q2 		$95.3M Buy
2,292,490
+113,928
+5% +$4.74M 0.02% 1050
2025
Q1 		$93.5M Sell
2,178,562
-58,496
-3% -$2.7M 0.02% 1028
2024
Q4 		$107M Sell
2,237,058
-41,135
-2% -$1.96M 0.03% 968
2024
Q3 		$101M Sell
2,278,193
-19,140
-0.8% -$864K 0.02% 1025
2024
Q2 		$88.7M Buy
2,297,333
+46,498
+2% +$1.68M 0.02% 1052
2024
Q1 		$82.6M Buy
2,250,835
+77,538
+4% +$2.81M 0.02% 1100
2023
Q4 		$91.1M Buy
2,173,297
+17,039
+0.8% +$616K 0.03% 984
2023
Q3 		$68.3M Buy
2,156,258
+60,560
+3% +$2.07M 0.02% 1111
2023
Q2 		$66.7M Buy
2,095,698
+61,605
+3% +$2.06M 0.02% 1149
2023
Q1 		$68.6M Buy
2,034,093
+66,960
+3% +$2.63M 0.02% 1088
2022
Q4 		$85.4K Buy
1,967,133
+8,579
+0.4% +$378K 0.03% 892
2022
Q3 		$74.3M Sell
1,958,554
-3,297
-0.2% -$130K 0.03% 910
2022
Q2 		$73.7M Buy
1,961,851
+36,817
+2% +$1.33M 0.03% 965
2022
Q1 		$69.6M Buy
1,925,034
+53,026
+3% +$2.06M 0.02% 1130
2021
Q4 		$72.1M Buy
1,872,008
+24,983
+1% +$932K 0.02% 1140
2021
Q3 		$66.7M Buy
1,847,025
+4,396
+0.2% +$154K 0.02% 1173
2021
Q2 		$66.3M Sell
1,842,629
-31,810
-2% -$1.23M 0.02% 1205
2021
Q1 		$74.8M Sell
1,874,439
-88,775
-5% -$3.27M 0.02% 1078
2020
Q4 		$63M Sell
1,963,214
-28,584
-1% -$856K 0.02% 1167
2020
Q3 		$53.4M Sell
1,991,798
-12,561
-0.6% -$373K 0.02% 1139
2020
Q2 		$61.7M Sell
2,004,359
-32,994
-2% -$1.03M 0.03% 1008
2020
Q1 		$66M Sell
2,037,353
-38,631
-2% -$1.42M 0.03% 749
2019
Q4 		$84.2M Sell
2,075,984
-18,265
-0.9% -$716K 0.03% 878
2019
Q3 		$76.6M Sell
2,094,249
-11,106
-0.5% -$407K 0.03% 929
2019
Q2 		$79M Sell
2,105,355
-47,974
-2% -$1.78M 0.03% 927
2019
Q1 		$77.5M Sell
2,153,329
-9,143
-0.4% -$337K 0.03% 902
2018
Q4 		$74.8M Buy
2,162,472
+18,897
+0.9% +$694K 0.03% 815
2018
Q3 		$82.3M Sell
2,143,575
-5,381
-0.3% -$214K 0.03% 890
2018
Q2 		$82M Buy
2,148,956
+44,075
+2% +$1.66M 0.03% 844
2018
Q1 		$74.7M Buy
2,104,881
+40,933
+2% +$1.5M 0.03% 886
2017
Q4 		$76M Buy
2,063,948
+46,723
+2% +$1.76M 0.03% 851
2017
Q3 		$74.1M Buy
2,017,225
+42,291
+2% +$1.48M 0.03% 833
2017
Q2 		$73M Buy
1,974,934
+23,784
+1% +$883K 0.03% 802
2017
Q1 		$72.3M Buy
1,951,150
+48,519
+3% +$1.96M 0.03% 772
2016
Q4 		$79.7M Buy
1,902,631
+5,917
+0.3% +$220K 0.04% 661
2016
Q3 		$62.3M Buy
1,896,714
+52,057
+3% +$1.61M 0.03% 806
2016
Q2 		$52.8M Buy
1,844,657
+92,560
+5% +$2.6M 0.03% 917
2016
Q1 		$47.2M Buy
1,752,097
+102,754
+6% +$2.67M 0.03% 994
2015
Q4 		$46M Buy
1,649,343
+104,926
+7% +$2.99M 0.03% 933
2015
Q3 		$41.6M Buy
1,544,417
+92,734
+6% +$2.46M 0.03% 977
2015
Q2 		$38M Buy
1,451,683
+43,971
+3% +$1.11M 0.02% 1165
2015
Q1 		$35.3M Buy
1,407,712
+89,553
+7% +$2.18M 0.02% 1207
2014
Q4 		$34.6M Buy
1,318,159
+77,597
+6% +$1.92M 0.02% 1139
2014
Q3 		$27.9M Buy
1,240,562
+37,350
+3% +$884K 0.02% 1235
2014
Q2 		$28.9M Buy
1,203,212
+32,878
+3% +$767K 0.02% 1247
2014
Q1 		$28.6M Buy
1,170,334
+28,094
+2% +$680K 0.02% 1177
2013
Q4 		$29.6M Buy
1,142,240
+42,376
+4% +$1.04M 0.02% 1078
2013
Q3 		$25.3M Buy
1,099,864
+24,449
+2% +$546K 0.02% 1133
2013
Q2 		$22.8M Buy
+1,075,415
New +$22.1M 0.02% 1131

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors's NBTB Position: Q1 2026 in Review

Dimensional Fund Advisors increased its NBT Bancorp (NBTB) stake by 1.3% in Q1 2026, buying an estimated $1.31M and bringing the position to 2,330,975 shares worth $99.3M. The position accounts for 0.02% of the portfolio, ranked #1070.

Dimensional Fund Advisors first reported a position in NBTB in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Dimensional Fund Advisors held 2,330,975 shares of NBT Bancorp worth $99.3M as of Q1 2026.
  • Dimensional Fund Advisors bought 30,141 NBT Bancorp shares in Q1 2026, an estimated $1.31M.
  • NBT Bancorp made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1070 holding.
  • Dimensional Fund Advisors first reported a position in NBT Bancorp in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's NBT Bancorp position peaked at $107M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.