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Larson Financial Group’s NBT Bancorp NBTB Stock Holding History

Larson Financial Group’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 		$34.1K Buy
801
+34
+4% +$1.48K ﹤0.01% 1564
2025
Q4 		$31.8K Sell
767
-38
-5% -$1.58K ﹤0.01% 1457
2025
Q3 		$33.6K Buy
805
+799
+13,317% +$34.3K ﹤0.01% 1356
2025
Q2 		$249 Buy
6
+1
+20% +$42 ﹤0.01% 3023
2025
Q1 		$215 Hold
5
– – ﹤0.01% 2782
2024
Q4 		$239 Hold
5
– – ﹤0.01% 2394
2024
Q3 		$221 Hold
5
– – ﹤0.01% 2339
2024
Q2 		$193 Buy
+5
New +$181 ﹤0.01% 2077

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

Larson Financial Group's NBTB Position: Q1 2026 in Review

Larson Financial Group increased its NBT Bancorp (NBTB) stake by 4.4% in Q1 2026, buying an estimated $1.48K and bringing the position to 801 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Larson Financial Group first reported a position in NBTB in Q2 2024 and has held it in 8 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Larson Financial Group held 801 shares of NBT Bancorp worth $34.1K as of Q1 2026.
  • Larson Financial Group bought 34 NBT Bancorp shares in Q1 2026, an estimated $1.48K.
  • NBT Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1564 holding.
  • Larson Financial Group first reported a position in NBT Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

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