EverSource Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

EverSource Wealth Advisors’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	$31.8K	Buy	746 +207	+38%	+$8.98K	﹤0.01%	2215
2025 Q4	$22.4K	Sell	539 -53	-9%	-$2.2K	﹤0.01%	2314
2025 Q3	$24.7K	Sell	592 -54	-8%	-$2.32K	﹤0.01%	2208
2025 Q2	$26.8K	Buy	646 +609	+1,646%	+$25.4K	﹤0.01%	2062
2025 Q1	$1.59K	Sell	37 -7	-16%	-$323	﹤0.01%	3034
2024 Q4	$2.1K	Buy	44 +18	+69%	+$857	﹤0.01%	2695
2024 Q3	$1.15K	Hold	26	–	–	﹤0.01%	2694
2024 Q2	$1.27K	Hold	26	–	–	﹤0.01%	2679
2024 Q1	$910	Hold	26	–	–	﹤0.01%	2612
2023 Q4	$1.09K	Sell	26 -88	-77%	-$3.18K	﹤0.01%	2373
2023 Q3	$3.61K	Sell	114 -30	-21%	-$1.03K	﹤0.01%	1823
2023 Q2	$4.59K	Hold	144	–	–	﹤0.01%	1764
2023 Q1	$4.85K	Sell	144 -175	-55%	-$6.86K	﹤0.01%	1653
2022 Q4	$13.8K	Hold	319	–	–	﹤0.01%	1202
2022 Q3	$12K	Hold	319	–	–	﹤0.01%	1073
2022 Q2	$12K	Hold	319	–	–	﹤0.01%	989
2022 Q1	$11K	Hold	319	–	–	﹤0.01%	939
2021 Q4	$12K	Buy	+319	New	+$11.9K	﹤0.01%	896

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EverSource Wealth Advisors's NBTB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its NBT Bancorp (NBTB) stake by 38% in Q1 2026, buying an estimated $8.98K and bringing the position to 746 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

EverSource Wealth Advisors first reported a position in NBTB in Q4 2021 and has held it in 18 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

EverSource Wealth Advisors held 746 shares of NBT Bancorp worth $31.8K as of Q1 2026.
EverSource Wealth Advisors bought 207 NBT Bancorp shares in Q1 2026, an estimated $8.98K.
NBT Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2215 holding.
EverSource Wealth Advisors first reported a position in NBT Bancorp in Q4 2021 and has held it in 18 quarters since.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.