Fortitude Family Office’s NBT Bancorp NBTB Stock Holding History

Fortitude Family Office’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	$170	Buy	4 +3	+300%	+$130	﹤0.01%	1851
2025 Q4	$42	Sell	1 -1	-50%	-$42	﹤0.01%	1909
2025 Q3	$84	Hold	2	–	–	﹤0.01%	1961
2025 Q2	$83	Buy	+2	New	+$83	﹤0.01%	2009

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortitude Family Office's NBTB Position: Q1 2026 in Review

Fortitude Family Office increased its NBT Bancorp (NBTB) stake by 300% in Q1 2026, buying an estimated $130 and bringing the position to 4 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Fortitude Family Office first reported a position in NBTB in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Fortitude Family Office held 4 shares of NBT Bancorp worth $170 as of Q1 2026.
Fortitude Family Office bought 3 NBT Bancorp shares in Q1 2026, an estimated $130.
NBT Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1851 holding.
Fortitude Family Office first reported a position in NBT Bancorp in Q2 2025 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.