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Horizon Investments’s NBT Bancorp NBTB Stock Holding History

Horizon Investments’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 		$940K Buy
22,067
+7,724
+54% +$335K 0.01% 666
2025
Q4 		$596K Buy
+14,343
New +$596K 0.01% 821

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Horizon Investments's NBTB Position: Q1 2026 in Review

Horizon Investments increased its NBT Bancorp (NBTB) stake by 54% in Q1 2026, buying an estimated $335K and bringing the position to 22,067 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #666.

Horizon Investments first reported a position in NBTB in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Horizon Investments held 22,067 shares of NBT Bancorp worth $940K as of Q1 2026.
  • Horizon Investments bought 7,724 NBT Bancorp shares in Q1 2026, an estimated $335K.
  • NBT Bancorp made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #666 holding.
  • Horizon Investments first reported a position in NBT Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.