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Keating Financial Advisory Services’s NBT Bancorp NBTB Stock Holding History

Keating Financial Advisory Services’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 		$3.88K Buy
91
+41
+82% +$1.78K ﹤0.01% 1574
2025
Q4 		$2.08K Buy
+50
New +$2.08K ﹤0.01% 1568

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

Keating Financial Advisory Services's NBTB Position: Q1 2026 in Review

Keating Financial Advisory Services increased its NBT Bancorp (NBTB) stake by 82% in Q1 2026, buying an estimated $1.78K and bringing the position to 91 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Keating Financial Advisory Services first reported a position in NBTB in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Keating Financial Advisory Services held 91 shares of NBT Bancorp worth $3.88K as of Q1 2026.
  • Keating Financial Advisory Services bought 41 NBT Bancorp shares in Q1 2026, an estimated $1.78K.
  • NBT Bancorp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1574 holding.
  • Keating Financial Advisory Services first reported a position in NBT Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.