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Integrated Wealth Concepts’s NBT Bancorp NBTB Stock Holding History

Integrated Wealth Concepts’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 		$219K Buy
+4,436
New +$203K ﹤0.01% 2277

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 $3.37T AUM 44.26% 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
SAM
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

Integrated Wealth Concepts's NBTB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NBT Bancorp (NBTB) in Q2 2026: 4,436 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2277 among its holdings.

285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Integrated Wealth Concepts held 4,436 shares of NBT Bancorp worth $219K as of Q2 2026.
  • NBT Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2277 holding.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.