FPH
NBTB icon

Financial Planning Hawaii’s NBT Bancorp NBTB Stock Holding History

Financial Planning Hawaii’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 		$762K Hold
15,439
– – 0.41% 55
2026
Q1 		$657K Hold
15,439
– – 0.39% 65
2025
Q4 		$641K Buy
+15,439
New +$642K 0.37% 68

Other funds holding NBTB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Financial Planning Hawaii's NBTB Position: Q2 2026 in Review

Financial Planning Hawaii held its NBT Bancorp (NBTB) position steady in Q2 2026 at 15,439 shares worth $762K. The position accounts for 0.41% of the portfolio, ranked #55.

Financial Planning Hawaii first reported a position in NBTB in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Financial Planning Hawaii held 15,439 shares of NBT Bancorp worth $762K as of Q2 2026.
  • Financial Planning Hawaii left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up 0.41% of Financial Planning Hawaii's portfolio in Q2 2026, its #55 holding.
  • Financial Planning Hawaii first reported a position in NBT Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.