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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Envestnet Asset Management's NBTB Position: Q1 2026 in Review

Envestnet Asset Management increased its NBT Bancorp (NBTB) stake by 3.3% in Q1 2026, buying an estimated $18.3K and bringing the position to 13,125 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

Envestnet Asset Management first reported a position in NBTB in Q2 2013 and has held it in 20 quarters since. The position peaked at $741K in Q1 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Envestnet Asset Management held 13,125 shares of NBT Bancorp worth $559K as of Q1 2026.
  • Envestnet Asset Management bought 422 NBT Bancorp shares in Q1 2026, an estimated $18.3K.
  • NBT Bancorp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3855 holding.
  • Envestnet Asset Management first reported a position in NBT Bancorp in Q2 2013 and has held it in 20 quarters since.
  • Envestnet Asset Management's NBT Bancorp position peaked at $741K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.