Financial Engines Advisors
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Financial Engines Advisors’s NBT Bancorp NBTB Stock Holding History

Financial Engines 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 		$1.25M Buy
+29,433
New +$1.28M ﹤0.01% 272

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors's NBTB Position: Q1 2026 in Review

Financial Engines Advisors opened a new position in NBT Bancorp (NBTB) in Q1 2026: 29,433 shares worth $1.25M. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Financial Engines Advisors held 29,433 shares of NBT Bancorp worth $1.25M as of Q1 2026.
  • NBT Bancorp was a new Financial Engines Advisors position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #272 holding.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

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