Envestnet Asset Management
NBTB icon

Envestnet Asset Management’s NBT Bancorp NBTB Stock Holding History

Envestnet Asset Management’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 		$609K Sell
12,327
-798
-6% -$36.5K ﹤0.01% 3940
2026
Q1 		$559K Buy
13,125
+422
+3% +$18.3K ﹤0.01% 3855
2025
Q4 		$527K Sell
12,703
-1,802
-12% -$74.9K ﹤0.01% 3668
2025
Q3 		$606K Sell
14,505
-2,532
-15% -$109K ﹤0.01% 3615
2025
Q2 		$708K Sell
17,037
-238
-1% -$9.91K ﹤0.01% 3477
2025
Q1 		$741K Buy
17,275
+4,071
+31% +$188K ﹤0.01% 3382
2024
Q4 		$631K Sell
13,204
-1,660
-11% -$79K ﹤0.01% 3453
2024
Q3 		$657K Buy
14,864
+1,732
+13% +$78.2K ﹤0.01% 3374
2024
Q2 		$507K Buy
13,132
+283
+2% +$10.2K ﹤0.01% 3455
2024
Q1 		$471K Buy
12,849
+1,394
+12% +$50.4K ﹤0.01% 3475
2023
Q4 		$480K Buy
11,455
+467
+4% +$16.9K ﹤0.01% 3347
2023
Q3 		$348K Buy
+10,988
New +$376K ﹤0.01% 3442
2022
Q3 		– Sell
-6,663
Closed -$250K – 3993
2022
Q2 		$250K Sell
6,663
-2,935
-31% -$106K ﹤0.01% 3463
2022
Q1 		$347K Sell
9,598
-1,596
-14% -$62K ﹤0.01% 3363
2021
Q4 		$431K Sell
11,194
-886
-7% -$33.1K ﹤0.01% 3162
2021
Q3 		$436K Sell
12,080
-528
-4% -$18.5K ﹤0.01% 3047
2021
Q2 		$454K Buy
12,608
+1,187
+10% +$45.9K ﹤0.01% 3055
2021
Q1 		$456K Buy
+11,421
New +$420K ﹤0.01% 2895
2014
Q1 		– Sell
-250
Closed -$6K – 2614
2013
Q4 		$6K Hold
250
– – ﹤0.01% 1936
2013
Q3 		$6K Hold
250
– – ﹤0.01% 1871
2013
Q2 		$5K Buy
+250
New +$5.13K ﹤0.01% 1886

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Envestnet Asset Management's NBTB Position: Q2 2026 in Review

Envestnet Asset Management reduced its NBT Bancorp (NBTB) stake by 6.1% in Q2 2026, selling an estimated $36.5K and leaving 12,327 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Envestnet Asset Management first reported a position in NBTB in Q2 2013 and has held it in 21 quarters since. The position peaked at $741K in Q1 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Envestnet Asset Management held 12,327 shares of NBT Bancorp worth $609K as of Q2 2026.
  • Envestnet Asset Management sold 798 NBT Bancorp shares in Q2 2026, an estimated $36.5K.
  • NBT Bancorp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3940 holding.
  • Envestnet Asset Management first reported a position in NBT Bancorp in Q2 2013 and has held it in 21 quarters since.
  • Envestnet Asset Management's NBT Bancorp position peaked at $741K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.