GRP
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Global Retirement Partners’s NBT Bancorp NBTB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$43.1K Buy
1,037
+399
+63% +$16.6K ﹤0.01% 2444
2025
Q3 		$26.6K Hold
638
– – ﹤0.01% 2256
2025
Q2 		$26.5K Buy
+638
New +$26.6K ﹤0.01% 2134
2024
Q4 		$25.8K Buy
540
+15
+3% +$714 ﹤0.01% 1949
2024
Q3 		$23.2K Buy
525
+40
+8% +$1.8K ﹤0.01% 1917
2024
Q2 		$18.7K Sell
485
-76
-14% -$2.75K ﹤0.01% 2019
2024
Q1 		$20.6K Buy
561
+113
+25% +$4.09K ﹤0.01% 1803
2023
Q4 		$17.4K Sell
448
-252
-36% -$9.11K ﹤0.01% 1823
2023
Q3 		$22.4K Buy
700
+77
+12% +$2.64K ﹤0.01% 1598
2023
Q2 		$19.8K Hold
623
– – ﹤0.01% 1671
2023
Q1 		$18.6K Buy
623
+605
+3,361% +$23.7K ﹤0.01% 1666
2022
Q4 		$782 Hold
18
– – ﹤0.01% 2659
2022
Q3 		$1K Buy
+18
New +$711 ﹤0.01% 2521

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's NBTB Position: Q4 2025 in Review

Global Retirement Partners increased its NBT Bancorp (NBTB) stake by 63% in Q4 2025, buying an estimated $16.6K and bringing the position to 1,037 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Global Retirement Partners first reported a position in NBTB in Q3 2022 and has held it in 13 quarters since. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • Global Retirement Partners held 1,037 shares of NBT Bancorp worth $43.1K as of Q4 2025.
  • Global Retirement Partners bought 399 NBT Bancorp shares in Q4 2025, an estimated $16.6K.
  • NBT Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2444 holding.
  • Global Retirement Partners first reported a position in NBT Bancorp in Q3 2022 and has held it in 13 quarters since.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.