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Gilpin Wealth Management’s NBT Bancorp NBTB Stock Holding History

Gilpin 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
Q3 		$402 Hold
8
– – ﹤0.01% 917
2026
Q2 		$395 Hold
8
– – ﹤0.01% 752
2026
Q1 		$341 Buy
8
+5
+167% +$217 ﹤0.01% 733
2025
Q4 		$125 Buy
+3
New +$125 ﹤0.01% 781

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Gilpin Wealth Management's NBTB Position: Q3 2026 in Review

Gilpin Wealth Management held its NBT Bancorp (NBTB) position steady in Q3 2026 at 8 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Gilpin Wealth Management first reported a position in NBTB in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Gilpin Wealth Management held 8 shares of NBT Bancorp worth $402 as of Q3 2026.
  • Gilpin Wealth Management left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #917 holding.
  • Gilpin Wealth Management first reported a position in NBT Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.