Howe & Rusling’s NBT Bancorp NBTB Stock Holding History

Howe & Rusling’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	$567K	Buy	11,485 +653	+6%	+$29.9K	0.03%	180
2026 Q1	$461K	Hold	10,832	–	–	0.03%	191
2025 Q4	$450K	Hold	10,832	–	–	0.03%	187
2025 Q3	$452K	Sell	10,832 -217	-2%	-$9.31K	0.03%	185
2025 Q2	$459K	Buy	11,049 +217	+2%	+$9.03K	0.03%	179
2025 Q1	$465K	Hold	10,832	–	–	0.04%	172
2024 Q4	$517K	Hold	10,832	–	–	0.04%	151
2024 Q3	$479K	Hold	10,832	–	–	0.04%	162
2024 Q2	$418K	Hold	10,832	–	–	0.04%	167
2024 Q1	$397K	Hold	10,832	–	–	0.04%	177
2023 Q4	$454K	Hold	10,832	–	–	0.05%	144
2023 Q3	$343K	Hold	10,832	–	–	0.04%	158
2023 Q2	$345K	Hold	10,832	–	–	0.04%	166
2023 Q1	$365K	Hold	10,832	–	–	0.04%	159
2022 Q4	$470K	Hold	10,832	–	–	0.06%	131
2022 Q3	$411K	Buy	+10,832	New	+$428K	0.05%	138

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

Howe & Rusling's NBTB Position: Q2 2026 in Review

Howe & Rusling increased its NBT Bancorp (NBTB) stake by 6% in Q2 2026, buying an estimated $29.9K and bringing the position to 11,485 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #180.

Howe & Rusling first reported a position in NBTB in Q3 2022 and has held it in 16 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Howe & Rusling held 11,485 shares of NBT Bancorp worth $567K as of Q2 2026.
Howe & Rusling bought 653 NBT Bancorp shares in Q2 2026, an estimated $29.9K.
NBT Bancorp made up 0.03% of Howe & Rusling's portfolio in Q2 2026, its #180 holding.
Howe & Rusling first reported a position in NBT Bancorp in Q3 2022 and has held it in 16 quarters since.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.