Kestra Advisory Services’s NBT Bancorp NBTB Stock Holding History

Kestra 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	–	Sell	-3,727	Closed	-$155K	–	3942
2025 Q4	$155K	Buy	+3,727	New	+$155K	﹤0.01%	3092
2025 Q2	–	Sell	-3,805	Closed	-$163K	–	2932
2025 Q1	$163K	Buy	+3,805	New	+$176K	﹤0.01%	2522
2024 Q1	–	Sell	-3,676	Closed	-$12.6M	–	2508
2023 Q4	$12.6M	Buy	+3,676	New	+$133K	0.1%	219
2023 Q3	–	Sell	-7,260	Closed	-$231K	–	2188
2023 Q2	$231K	Buy	7,260 +1,046	+17%	+$35K	﹤0.01%	1818
2023 Q1	$209K	Buy	+6,214	New	+$244K	﹤0.01%	1813
2021 Q1	–	Sell	-35,167	Closed	-$1.12M	–	1981
2020 Q4	$1.12M	Buy	35,167 +24,492	+229%	+$733K	0.01%	820
2020 Q3	$286K	Buy	+10,675	New	+$317K	0.01%	1142

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Advisory Services's NBTB Position: Q1 2026 in Review

Kestra Advisory Services sold out of NBT Bancorp (NBTB) in Q1 2026, closing a stake of 3,727 shares — an estimated $155K sold.

Kestra Advisory Services first reported a position in NBTB in Q3 2020 and held it in 7 quarters. The position peaked at $12.6M in Q4 2023. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Kestra Advisory Services reported no remaining NBT Bancorp position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,727 NBT Bancorp shares in Q1 2026, an estimated $155K.
Kestra Advisory Services first reported a position in NBT Bancorp in Q3 2020 and held it in 7 quarters.
Kestra Advisory Services's NBT Bancorp position peaked at $12.6M in Q4 2023.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.