Horizon Advisory Services’s NBT Bancorp NBTB Stock Holding History

Horizon Advisory Services’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	$1.72M	Hold	34,781	–	–	0.72%	8
2026 Q1	$1.48M	Hold	34,781	–	–	0.76%	7
2025 Q4	$1.44M	Hold	34,781	–	–	0.73%	7
2025 Q3	$1.45M	Hold	34,781	–	–	0.74%	7
2025 Q2	$1.45M	Hold	34,781	–	–	0.78%	7
2025 Q1	$1.49M	Hold	34,781	–	–	0.84%	7
2024 Q4	$1.66M	Hold	34,781	–	–	0.95%	7
2024 Q3	$1.54M	Hold	34,781	–	–	0.7%	10
2024 Q2	$1.34M	Hold	34,781	–	–	0.64%	10
2024 Q1	$1.28M	Buy	+34,781	New	+$1.26M	0.59%	10

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Horizon Advisory Services's NBTB Position: Q2 2026 in Review

Horizon Advisory Services held its NBT Bancorp (NBTB) position steady in Q2 2026 at 34,781 shares worth $1.72M. The position accounts for 0.72% of the portfolio, ranked #8.

Horizon Advisory Services first reported a position in NBTB in Q1 2024 and has held it in 10 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Horizon Advisory Services held 34,781 shares of NBT Bancorp worth $1.72M as of Q2 2026.
Horizon Advisory Services left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up 0.72% of Horizon Advisory Services's portfolio in Q2 2026, its #8 holding.
Horizon Advisory Services first reported a position in NBT Bancorp in Q1 2024 and has held it in 10 quarters since.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.