IFP Advisors’s NBT Bancorp NBTB Stock Holding History

IFP Advisors’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 Q3	$1.26M	Hold	25,034	–	–	0.02%	674
2026 Q2	$1.24M	Buy	25,034 +216	+0.9%	+$9.9K	0.02%	651
2026 Q1	$1.06M	Hold	24,818	–	–	0.02%	665
2025 Q4	$1.03M	Buy	24,818 +24,789	+85,479%	+$1.03M	0.02%	649
2025 Q3	$1.21K	Hold	29	–	–	﹤0.01%	3879
2025 Q2	$1.2K	Buy	+29	New	+$1.21K	﹤0.01%	4148
2025 Q1	–	Hold	0	–	–	–	3518
2024 Q4	–	Hold	0	–	–	–	3458
2022 Q4	–	Sell	-6	Closed	-$13K	–	4748
2022 Q3	$13K	Hold	6	–	–	﹤0.01%	3456
2022 Q2	$13K	Hold	6	–	–	﹤0.01%	3203
2022 Q1	$13K	Buy	+6	New	+$233	﹤0.01%	3202
2019 Q1	$65K	Hold	1,810	–	–	0.01%	856
2018 Q4	$62K	Hold	1,810	–	–	﹤0.01%	1485
2018 Q3	$69K	Hold	1,810	–	–	﹤0.01%	1708
2018 Q2	$69K	Hold	1,810	–	–	﹤0.01%	1723
2018 Q1	$67K	Hold	1,810	–	–	﹤0.01%	1631
2017 Q4	$67K	Sell	1,810 -35	-2%	-$1.32K	﹤0.01%	1646
2017 Q3	$68K	Hold	1,845	–	–	﹤0.01%	1804
2017 Q2	$68K	Hold	1,845	–	–	﹤0.01%	1766
2017 Q1	$68K	Hold	1,845	–	–	﹤0.01%	1741
2016 Q4	$77K	Buy	1,845 +35	+2%	+$1.3K	﹤0.01%	1616
2016 Q3	$59K	Hold	1,810	–	–	﹤0.01%	1704
2016 Q2	$52K	Hold	1,810	–	–	﹤0.01%	1738
2016 Q1	$65K	Hold	1,810	–	–	0.01%	860
2015 Q4	$50K	Buy	+1,810	New	+$51.5K	﹤0.01%	1628

Other funds holding NBTB

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

IFP Advisors's NBTB Position: Q3 2026 in Review

IFP Advisors held its NBT Bancorp (NBTB) position steady in Q3 2026 at 25,034 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #674.

IFP Advisors first reported a position in NBTB in Q4 2015 and has held it in 23 quarters since. 78 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

IFP Advisors held 25,034 shares of NBT Bancorp worth $1.26M as of Q3 2026.
IFP Advisors left its NBT Bancorp share count unchanged in Q3 2026.
NBT Bancorp made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #674 holding.
IFP Advisors first reported a position in NBT Bancorp in Q4 2015 and has held it in 23 quarters since.
78 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.