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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $103M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors's NBTB Position: Q2 2026 in Review

Farther Finance Advisors increased its NBT Bancorp (NBTB) stake by 16% in Q2 2026, buying an estimated $21.2K and bringing the position to 3,368 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Farther Finance Advisors first reported a position in NBTB in Q4 2022 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Farther Finance Advisors held 3,368 shares of NBT Bancorp worth $166K as of Q2 2026.
Farther Finance Advisors bought 463 NBT Bancorp shares in Q2 2026, an estimated $21.2K.
NBT Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2383 holding.
Farther Finance Advisors first reported a position in NBT Bancorp in Q4 2022 and has held it in 15 quarters since.
28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.