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Essential Partners’s NBT Bancorp NBTB Stock Holding History

Essential Partners’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
Q3 		$1.96K Hold
39
– – ﹤0.01% 1924
2026
Q2 		$1.93K Buy
39
+1
+3% +$46 ﹤0.01% 1988
2026
Q1 		$1.62K Hold
38
– – ﹤0.01% 2084
2025
Q4 		$1.58K Sell
38
-23
-38% -$956 ﹤0.01% 1877
2025
Q3 		$2.55K Buy
61
+60
+6,000% +$2.57K ﹤0.01% 1712
2025
Q2 		$42 Buy
+1
New +$42 ﹤0.01% 2162

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Essential Partners's NBTB Position: Q3 2026 in Review

Essential Partners held its NBT Bancorp (NBTB) position steady in Q3 2026 at 39 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Essential Partners first reported a position in NBTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.55K in Q3 2025. 24 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Essential Partners held 39 shares of NBT Bancorp worth $1.96K as of Q3 2026.
  • Essential Partners left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1924 holding.
  • Essential Partners first reported a position in NBT Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's NBT Bancorp position peaked at $2.55K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.