Horizon Investments
NBTB icon

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
Q2 		$1.33M Buy
26,867
+4,800
+22% +$219K 0.01% 648
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
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

Horizon Investments's NBTB Position: Q2 2026 in Review

Horizon Investments increased its NBT Bancorp (NBTB) stake by 22% in Q2 2026, buying an estimated $219K and bringing the position to 26,867 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #648.

Horizon Investments first reported a position in NBTB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Horizon Investments held 26,867 shares of NBT Bancorp worth $1.33M as of Q2 2026.
  • Horizon Investments bought 4,800 NBT Bancorp shares in Q2 2026, an estimated $219K.
  • NBT Bancorp made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #648 holding.
  • Horizon Investments first reported a position in NBT Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.