IEQ Capital’s NBT Bancorp NBTB Stock Holding History

IEQ Capital’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	$629K	Buy	12,730 +3,815	+43%	+$174K	﹤0.01%	1307
2026 Q1	$380K	Buy	+8,915	New	+$387K	﹤0.01%	1419

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

IEQ Capital's NBTB Position: Q2 2026 in Review

IEQ Capital increased its NBT Bancorp (NBTB) stake by 43% in Q2 2026, buying an estimated $174K and bringing the position to 12,730 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

IEQ Capital first reported a position in NBTB in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

IEQ Capital held 12,730 shares of NBT Bancorp worth $629K as of Q2 2026.
IEQ Capital bought 3,815 NBT Bancorp shares in Q2 2026, an estimated $174K.
NBT Bancorp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1307 holding.
IEQ Capital first reported a position in NBT Bancorp in Q1 2026 and has held it in 2 quarters since.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.