Lido Advisors
NBTB icon

Lido Advisors’s NBT Bancorp NBTB Stock Holding History

Lido 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
Q1 		$1.02M Sell
23,899
-169
-0.7% -$7.33K ﹤0.01% 958
2025
Q4 		$1.01M Hold
24,068
– – ﹤0.01% 1001
2025
Q3 		$1.01M Buy
+24,068
New +$1.03M ﹤0.01% 954
2025
Q2 		– Sell
-7,409
Closed -$318K – 1719
2025
Q1 		$318K Sell
7,409
-599
-7% -$27.7K ﹤0.01% 1190
2024
Q4 		$382K Buy
8,008
+3,206
+67% +$153K ﹤0.01% 1104
2024
Q3 		$212K Buy
+4,802
New +$217K ﹤0.01% 1311
2023
Q3 		– Sell
-8,397
Closed -$267K – 1274
2023
Q2 		$267K Sell
8,397
-3,114
-27% -$104K ﹤0.01% 986
2023
Q1 		$388K Buy
11,511
+1,800
+19% +$70.6K ﹤0.01% 789
2022
Q4 		$422K Buy
9,711
+643
+7% +$28.4K 0.01% 662
2022
Q3 		$344K Buy
+9,068
New +$358K ﹤0.01% 691

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

Lido Advisors's NBTB Position: Q1 2026 in Review

Lido Advisors reduced its NBT Bancorp (NBTB) stake by 0.7% in Q1 2026, selling an estimated $7.33K and leaving 23,899 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Lido Advisors first reported a position in NBTB in Q3 2022 and has held it in 10 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Lido Advisors held 23,899 shares of NBT Bancorp worth $1.02M as of Q1 2026.
  • Lido Advisors sold 169 NBT Bancorp shares in Q1 2026, an estimated $7.33K.
  • NBT Bancorp made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #958 holding.
  • Lido Advisors first reported a position in NBT Bancorp in Q3 2022 and has held it in 10 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.