JFS Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

JFS Wealth 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 Q2	$593	Buy	12 +10	+500%	+$457	﹤0.01%	1921
2026 Q1	$86	Hold	2	–	–	﹤0.01%	1851
2025 Q4	$84	Buy	+2	New	+$83	﹤0.01%	1889
2025 Q2	–	Sell	-4	Closed	-$172	–	1940
2025 Q1	$172	Hold	4	–	–	﹤0.01%	1848
2024 Q4	$192	Hold	4	–	–	﹤0.01%	1852
2024 Q3	$177	Hold	4	–	–	﹤0.01%	1877
2024 Q2	$155	Hold	4	–	–	﹤0.01%	1908
2024 Q1	$147	Hold	4	–	–	﹤0.01%	1918
2023 Q4	$168	Hold	4	–	–	﹤0.01%	1919
2023 Q3	$127	Hold	4	–	–	﹤0.01%	1895
2023 Q2	$128	Hold	4	–	–	﹤0.01%	1915
2023 Q1	$135	Buy	4 +2	+100%	+$78	﹤0.01%	1867
2022 Q4	$87	Buy	+2	New	+$88	﹤0.01%	1889

Other funds holding NBTB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $103M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

JFS Wealth Advisors's NBTB Position: Q2 2026 in Review

JFS Wealth Advisors increased its NBT Bancorp (NBTB) stake by 500% in Q2 2026, buying an estimated $457 and bringing the position to 12 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

JFS Wealth Advisors first reported a position in NBTB in Q4 2022 and has held it in 13 quarters since. 26 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

JFS Wealth Advisors held 12 shares of NBT Bancorp worth $593 as of Q2 2026.
JFS Wealth Advisors bought 10 NBT Bancorp shares in Q2 2026, an estimated $457.
NBT Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1921 holding.
JFS Wealth Advisors first reported a position in NBT Bancorp in Q4 2022 and has held it in 13 quarters since.
26 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.