IFG Advisory’s NBT Bancorp NBTB Stock Holding History

IFG Advisory’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	$547K	Buy	+11,075	New	+$506K	0.02%	583
2026 Q1	–	Sell	-13,540	Closed	-$562K	–	698
2025 Q4	$562K	Buy	13,540 +47	+0.3%	+$1.95K	0.02%	480
2025 Q3	$563K	Buy	13,493 +48	+0.4%	+$2.06K	0.03%	470
2025 Q2	$559K	Sell	13,445 -3,578	-21%	-$149K	0.03%	448
2025 Q1	$730K	Buy	17,023 +3,839	+29%	+$177K	0.04%	370
2024 Q4	$630K	Buy	13,184 +86	+0.7%	+$4.09K	0.04%	371
2024 Q3	$579K	Buy	13,098 +98	+0.8%	+$4.42K	0.04%	322
2024 Q2	$502K	Buy	+13,000	New	+$470K	0.03%	400

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

IFG Advisory's NBTB Position: Q2 2026 in Review

IFG Advisory opened a new position in NBT Bancorp (NBTB) in Q2 2026: 11,075 shares worth $547K. The stake represents 0.02% of the portfolio and ranks #583 among its holdings. This is a return to the name: IFG Advisory previously reported a position in NBTB as recently as Q4 2025.

IFG Advisory first reported a position in NBTB in Q2 2024 and has held it in 8 quarters since. The position peaked at $730K in Q1 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

IFG Advisory held 11,075 shares of NBT Bancorp worth $547K as of Q2 2026.
NBT Bancorp was a new IFG Advisory position in Q2 2026.
NBT Bancorp made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #583 holding.
IFG Advisory first reported a position in NBT Bancorp in Q2 2024 and has held it in 8 quarters since.
IFG Advisory's NBT Bancorp position peaked at $730K in Q1 2025.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.