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
Q2 		$320K Sell
6,474
-143
-2% -$6.54K ﹤0.01% 1159
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 $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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
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 Portfolio Solutions's NBTB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its NBT Bancorp (NBTB) stake by 2.2% in Q2 2026, selling an estimated $6.54K and leaving 6,474 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Envestnet Portfolio Solutions first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,474 shares of NBT Bancorp worth $320K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 143 NBT Bancorp shares in Q2 2026, an estimated $6.54K.
  • NBT Bancorp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1159 holding.
  • Envestnet Portfolio Solutions first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.