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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
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

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

Essential Partners's NBTB Position: Q2 2026 in Review

Essential Partners increased its NBT Bancorp (NBTB) stake by 2.6% in Q2 2026, buying an estimated $46 and bringing the position to 39 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Essential Partners first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.55K in Q3 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Essential Partners held 39 shares of NBT Bancorp worth $1.93K as of Q2 2026.
  • Essential Partners bought 1 NBT Bancorp share in Q2 2026, an estimated $46.
  • NBT Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1988 holding.
  • Essential Partners first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's NBT Bancorp position peaked at $2.55K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.