Independent Advisor Alliance’s NBT Bancorp NBTB Stock Holding History

Independent Advisor Alliance’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	$220K	Buy	5,175 +36	+0.7%	+$1.56K	﹤0.01%	1451
2025 Q4	$213K	Buy	5,139 +38	+0.7%	+$1.58K	0.01%	918
2025 Q3	$213K	Buy	5,101 +44	+0.9%	+$1.89K	0.01%	870
2025 Q2	$210K	Buy	5,057 +57	+1%	+$2.37K	0.01%	830
2025 Q1	$215K	Buy	5,000 +1	+0%	+$46	0.01%	753
2024 Q4	$239K	Buy	4,999 +3	+0.1%	+$143	﹤0.01%	1233
2024 Q3	$221K	Buy	+4,996	New	+$225K	0.01%	641

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

Independent Advisor Alliance's NBTB Position: Q1 2026 in Review

Independent Advisor Alliance increased its NBT Bancorp (NBTB) stake by 0.7% in Q1 2026, buying an estimated $1.56K and bringing the position to 5,175 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Independent Advisor Alliance first reported a position in NBTB in Q3 2024 and has held it in 7 quarters since. The position peaked at $239K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Independent Advisor Alliance held 5,175 shares of NBT Bancorp worth $220K as of Q1 2026.
Independent Advisor Alliance bought 36 NBT Bancorp shares in Q1 2026, an estimated $1.56K.
NBT Bancorp made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1451 holding.
Independent Advisor Alliance first reported a position in NBT Bancorp in Q3 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's NBT Bancorp position peaked at $239K in Q4 2024.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.