HBK Sorce Advisory
NBTB icon

HBK Sorce Advisory’s NBT Bancorp NBTB Stock Holding History

HBK Sorce 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 		$444K Sell
8,343
-2,000
-19% -$91.5K 0.01% 404
2026
Q1 		$472K Sell
10,343
-255
-2% -$11.1K 0.01% 384
2025
Q4 		$494K Sell
10,598
-1,756
-14% -$73K 0.01% 371
2025
Q3 		$512K Buy
12,354
+11
+0.1% +$472 0.01% 358
2025
Q2 		$513K Buy
+12,343
New +$514K 0.01% 336

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

HBK Sorce Advisory's NBTB Position: Q2 2026 in Review

HBK Sorce Advisory reduced its NBT Bancorp (NBTB) stake by 19% in Q2 2026, selling an estimated $91.5K and leaving 8,343 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #404.

HBK Sorce Advisory first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $513K in Q2 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • HBK Sorce Advisory held 8,343 shares of NBT Bancorp worth $444K as of Q2 2026.
  • HBK Sorce Advisory sold 2,000 NBT Bancorp shares in Q2 2026, an estimated $91.5K.
  • NBT Bancorp made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #404 holding.
  • HBK Sorce Advisory first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • HBK Sorce Advisory's NBT Bancorp position peaked at $513K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.