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Focused Wealth Management’s NBT Bancorp NBTB Stock Holding History

Focused Wealth Management’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 		$363K Buy
7,359
+70
+1% +$3.2K 0.03% 164
2026
Q1 		$310K Buy
7,289
+2,264
+45% +$98.2K 0.03% 152
2025
Q4 		$209K Buy
5,025
+24
+0.5% +$998 0.02% 179
2025
Q3 		$209K Buy
5,001
+29
+0.6% +$1.24K 0.02% 178
2025
Q2 		$207K Buy
4,972
+28
+0.6% +$1.17K 0.03% 172
2025
Q1 		$212K Buy
4,944
+25
+0.5% +$1.16K 0.03% 156
2024
Q4 		$235K Buy
4,919
+22
+0.4% +$1.05K 0.03% 138
2024
Q3 		$217K Buy
+4,897
New +$221K 0.03% 188
2024
Q1 		– Sell
-4,813
Closed -$202K – 666
2023
Q4 		$202K Hold
4,813
– – 0.03% 139
2023
Q3 		$153K Buy
+4,813
New +$165K 0.03% 154

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

Focused Wealth Management's NBTB Position: Q2 2026 in Review

Focused Wealth Management increased its NBT Bancorp (NBTB) stake by 0.96% in Q2 2026, buying an estimated $3.2K and bringing the position to 7,359 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #164.

Focused Wealth Management first reported a position in NBTB in Q3 2023 and has held it in 10 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Focused Wealth Management held 7,359 shares of NBT Bancorp worth $363K as of Q2 2026.
  • Focused Wealth Management bought 70 NBT Bancorp shares in Q2 2026, an estimated $3.2K.
  • NBT Bancorp made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Focused Wealth Management first reported a position in NBT Bancorp in Q3 2023 and has held it in 10 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.