Financial Engines Advisors
NBTB icon

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
Q2 		$1.45M Sell
29,432
-1
-0% -$46 ﹤0.01% 271
2026
Q1 		$1.25M Buy
+29,433
New +$1.28M ﹤0.01% 272

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

Financial Engines Advisors's NBTB Position: Q2 2026 in Review

Financial Engines Advisors reduced its NBT Bancorp (NBTB) stake by 0% in Q2 2026, selling an estimated $46 and leaving 29,432 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Financial Engines Advisors first reported a position in NBTB in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Financial Engines Advisors held 29,432 shares of NBT Bancorp worth $1.45M as of Q2 2026.
  • Financial Engines Advisors sold 1 NBT Bancorp share in Q2 2026, an estimated $46.
  • NBT Bancorp made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #271 holding.
  • Financial Engines Advisors first reported a position in NBT Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.