Envestnet Portfolio Solutions
NBTB icon

Envestnet Portfolio Solutions’s NBT Bancorp NBTB Stock Holding History

Envestnet Portfolio Solutions’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 		$282K Sell
6,617
-23
-0.3% -$998 ﹤0.01% 1145
2025
Q4 		$276K Buy
6,640
+82
+1% +$3.41K ﹤0.01% 1326
2025
Q3 		$274K Sell
6,558
-518
-7% -$22.2K ﹤0.01% 1294
2025
Q2 		$294K Buy
+7,076
New +$295K ﹤0.01% 1345

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 Portfolio Solutions's NBTB Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its NBT Bancorp (NBTB) stake by 0.35% in Q1 2026, selling an estimated $998 and leaving 6,617 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Envestnet Portfolio Solutions first reported a position in NBTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Envestnet Portfolio Solutions held 6,617 shares of NBT Bancorp worth $282K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 23 NBT Bancorp shares in Q1 2026, an estimated $998.
  • NBT Bancorp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1145 holding.
  • Envestnet Portfolio Solutions first reported a position in NBT Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's NBT Bancorp position peaked at $294K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.