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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

HBK Sorce Advisory's NBTB Position: Q1 2026 in Review

HBK Sorce Advisory reduced its NBT Bancorp (NBTB) stake by 2.4% in Q1 2026, selling an estimated $11.1K and leaving 10,343 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #384.

HBK Sorce Advisory first reported a position in NBTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $513K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • HBK Sorce Advisory held 10,343 shares of NBT Bancorp worth $472K as of Q1 2026.
  • HBK Sorce Advisory sold 255 NBT Bancorp shares in Q1 2026, an estimated $11.1K.
  • NBT Bancorp made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #384 holding.
  • HBK Sorce Advisory first reported a position in NBT Bancorp in Q2 2025 and has held it in 4 quarters since.
  • HBK Sorce Advisory's NBT Bancorp position peaked at $513K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.