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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
Q3 		$182K Hold
3,624
– – 0.01% 445
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

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's NBTB Position: Q3 2026 in Review

Harbor Investment Advisory held its NBT Bancorp (NBTB) position steady in Q3 2026 at 3,624 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #445.

Harbor Investment Advisory first reported a position in NBTB in Q2 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Harbor Investment Advisory held 3,624 shares of NBT Bancorp worth $182K as of Q3 2026.
  • Harbor Investment Advisory left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #445 holding.
  • Harbor Investment Advisory first reported a position in NBT Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 23 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.