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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
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
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

Howe & Rusling's NBTB Position: Q1 2026 in Review

Howe & Rusling held its NBT Bancorp (NBTB) position steady in Q1 2026 at 10,832 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #191.

Howe & Rusling first reported a position in NBTB in Q3 2022 and has held it in 15 quarters since. The position peaked at $517K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Howe & Rusling held 10,832 shares of NBT Bancorp worth $461K as of Q1 2026.
  • Howe & Rusling left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #191 holding.
  • Howe & Rusling first reported a position in NBT Bancorp in Q3 2022 and has held it in 15 quarters since.
  • Howe & Rusling's NBT Bancorp position peaked at $517K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.