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Flagship Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

Flagship Wealth 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 		$49.4K Buy
+1,000
New +$45.7K 0.01% 272
2026
Q1 		– Sell
-1,000
Closed -$41.5K – 389
2025
Q4 		$41.5K Hold
1,000
– – 0.01% 233
2025
Q3 		$41.8K Buy
+1,000
New +$42.9K 0.01% 239

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 $3.37T AUM 44.26% 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
SAM
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

Flagship Wealth Advisors's NBTB Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in NBT Bancorp (NBTB) in Q2 2026: 1,000 shares worth $49.4K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in NBTB as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in NBTB in Q3 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Flagship Wealth Advisors held 1,000 shares of NBT Bancorp worth $49.4K as of Q2 2026.
  • NBT Bancorp was a new Flagship Wealth Advisors position in Q2 2026.
  • NBT Bancorp made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Flagship Wealth Advisors first reported a position in NBT Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.