Empowered Funds’s NBT Bancorp NBTB Stock Holding History

Empowered Funds’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	$3.81M	Buy	77,153 +40,869	+113%	+$1.87M	0.02%	843
2026 Q1	$1.54M	Buy	+36,284	New	+$1.57M	0.01%	1229

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

Empowered Funds's NBTB Position: Q2 2026 in Review

Empowered Funds increased its NBT Bancorp (NBTB) stake by 113% in Q2 2026, buying an estimated $1.87M and bringing the position to 77,153 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #843.

Empowered Funds 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.

Empowered Funds held 77,153 shares of NBT Bancorp worth $3.81M as of Q2 2026.
Empowered Funds bought 40,869 NBT Bancorp shares in Q2 2026, an estimated $1.87M.
NBT Bancorp made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #843 holding.
Empowered Funds 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 Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.