Jones Financial Companies
NBTB icon

Jones Financial Companies’s NBT Bancorp NBTB Stock Holding History

Jones Financial Companies’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 		$16K Buy
383
+50
+15% +$2.17K ﹤0.01% 3384
2025
Q4 		$13.8K Buy
333
+311
+1,414% +$12.9K ﹤0.01% 3088
2025
Q3 		$936 Hold
22
– – ﹤0.01% 3910
2025
Q2 		$922 Buy
+22
New +$916 ﹤0.01% 3673
2025
Q1 		– Sell
-16
Closed -$764 – 3804
2024
Q4 		$764 Buy
+16
New +$761 ﹤0.01% 3180

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's NBTB Position: Q1 2026 in Review

Jones Financial Companies increased its NBT Bancorp (NBTB) stake by 15% in Q1 2026, buying an estimated $2.17K and bringing the position to 383 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Jones Financial Companies first reported a position in NBTB in Q4 2024 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Jones Financial Companies held 383 shares of NBT Bancorp worth $16K as of Q1 2026.
  • Jones Financial Companies bought 50 NBT Bancorp shares in Q1 2026, an estimated $2.17K.
  • NBT Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3384 holding.
  • Jones Financial Companies first reported a position in NBT Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.