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 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	$1.21K	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%	3457
2022 Q2	$13K	Hold	6	–	–	﹤0.01%	3203
2022 Q1	$13K	Buy	+6	New	+$233	﹤0.01%	3203
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%	856
2015 Q4	$50K	Buy	+1,810	New	+$51.5K	﹤0.01%	1628

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP Advisors's NBTB Position: Q1 2026 in Review

IFP Advisors held its NBT Bancorp (NBTB) position steady in Q1 2026 at 24,818 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #665.

IFP Advisors first reported a position in NBTB in Q4 2015 and has held it in 21 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

IFP Advisors held 24,818 shares of NBT Bancorp worth $1.06M as of Q1 2026.
IFP Advisors left its NBT Bancorp share count unchanged in Q1 2026.
NBT Bancorp made up 0.02% of IFP Advisors's portfolio in Q1 2026, its #665 holding.
IFP Advisors first reported a position in NBT Bancorp in Q4 2015 and has held it in 21 quarters since.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.