Farther Finance Advisors
NBTB icon

Farther Finance Advisors’s NBT Bancorp NBTB Stock Holding History

Farther Finance 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
Q3 		$182K Buy
3,622
+254
+8% +$13.1K ﹤0.01% 2373
2026
Q2 		$166K Buy
3,368
+463
+16% +$21.2K ﹤0.01% 2383
2026
Q1 		$125K Buy
2,905
+658
+29% +$28.5K ﹤0.01% 2346
2025
Q4 		$93.3K Buy
2,247
+84
+4% +$3.49K ﹤0.01% 2388
2025
Q3 		$90.3K Buy
2,163
+722
+50% +$31K ﹤0.01% 2088
2025
Q2 		$59.9K Buy
1,441
+1,393
+2,902% +$58K ﹤0.01% 2044
2025
Q1 		$2.05K Buy
48
+27
+129% +$1.25K ﹤0.01% 3380
2024
Q4 		$1K Hold
21
– – ﹤0.01% 3249
2024
Q3 		$929 Buy
21
+3
+17% +$135 ﹤0.01% 3269
2024
Q2 		$686 Hold
18
– – ﹤0.01% 3196
2024
Q1 		$648 Hold
18
– – ﹤0.01% 2940
2023
Q4 		$754 Hold
18
– – ﹤0.01% 2836
2023
Q3 		$570 Hold
18
– – ﹤0.01% 2232
2023
Q2 		$573 Sell
18
-8
-31% -$268 ﹤0.01% 2111
2023
Q1 		$876 Hold
26
– – ﹤0.01% 1880
2022
Q4 		$1.13K Buy
+26
New +$1.15K ﹤0.01% 1622

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
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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's NBTB Position: Q3 2026 in Review

Farther Finance Advisors increased its NBT Bancorp (NBTB) stake by 7.5% in Q3 2026, buying an estimated $13.1K and bringing the position to 3,622 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Farther Finance Advisors first reported a position in NBTB in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Farther Finance Advisors held 3,622 shares of NBT Bancorp worth $182K as of Q3 2026.
  • Farther Finance Advisors bought 254 NBT Bancorp shares in Q3 2026, an estimated $13.1K.
  • NBT Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2373 holding.
  • Farther Finance Advisors first reported a position in NBT Bancorp in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.