EverSource Wealth Advisors
NBTB icon

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
Q2 		$21.2K Sell
430
-316
-42% -$14.4K ﹤0.01% 2384
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
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

EverSource Wealth Advisors's NBTB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NBT Bancorp (NBTB) stake by 42% in Q2 2026, selling an estimated $14.4K and leaving 430 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

EverSource Wealth Advisors first reported a position in NBTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.8K in Q1 2026. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • EverSource Wealth Advisors held 430 shares of NBT Bancorp worth $21.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 316 NBT Bancorp shares in Q2 2026, an estimated $14.4K.
  • NBT Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2384 holding.
  • EverSource Wealth Advisors first reported a position in NBT Bancorp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's NBT Bancorp position peaked at $31.8K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.