HIA
NBTB icon

Harbor Investment Advisory’s NBT Bancorp NBTB Stock Holding History

Harbor Investment Advisory’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 		$179K Hold
3,624
– – 0.01% 437
2026
Q1 		$154K Hold
3,624
– – 0.01% 449
2025
Q4 		$150K Hold
3,624
– – 0.01% 445
2025
Q3 		$151K Hold
3,624
– – 0.01% 431
2025
Q2 		$151K Buy
+3,624
New +$151K 0.01% 421

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Harbor Investment Advisory's NBTB Position: Q2 2026 in Review

Harbor Investment Advisory held its NBT Bancorp (NBTB) position steady in Q2 2026 at 3,624 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #437.

Harbor Investment Advisory first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Harbor Investment Advisory held 3,624 shares of NBT Bancorp worth $179K as of Q2 2026.
  • Harbor Investment Advisory left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #437 holding.
  • Harbor Investment Advisory first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.