Global Retirement Partners
NBTB icon

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
2026
Q2 		$48.8K Buy
+989
New +$45.2K ﹤0.01% 2538
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 $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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
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

Global Retirement Partners's NBTB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NBT Bancorp (NBTB) in Q2 2026: 989 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #2538 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NBTB as recently as Q4 2025.

Global Retirement Partners first reported a position in NBTB in Q3 2022 and has held it in 14 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Global Retirement Partners held 989 shares of NBT Bancorp worth $48.8K as of Q2 2026.
  • NBT Bancorp was a new Global Retirement Partners position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2538 holding.
  • Global Retirement Partners first reported a position in NBT Bancorp in Q3 2022 and has held it in 14 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.