Independent Advisor Alliance
NBTB icon

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
Q2 		$258K Buy
5,216
+41
+0.8% +$1.88K 0.01% 879
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Independent Advisor Alliance's NBTB Position: Q2 2026 in Review

Independent Advisor Alliance increased its NBT Bancorp (NBTB) stake by 0.79% in Q2 2026, buying an estimated $1.88K and bringing the position to 5,216 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #879.

Independent Advisor Alliance first reported a position in NBTB in Q3 2024 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Independent Advisor Alliance held 5,216 shares of NBT Bancorp worth $258K as of Q2 2026.
  • Independent Advisor Alliance bought 41 NBT Bancorp shares in Q2 2026, an estimated $1.88K.
  • NBT Bancorp made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #879 holding.
  • Independent Advisor Alliance first reported a position in NBT Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.