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 Q2	$240K	Sell	4,864 -19,035	-80%	-$870K	﹤0.01%	1861
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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

SAM

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

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

Lido Advisors's NBTB Position: Q2 2026 in Review

Lido Advisors reduced its NBT Bancorp (NBTB) stake by 80% in Q2 2026, selling an estimated $870K and leaving 4,864 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Lido Advisors first reported a position in NBTB in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Lido Advisors held 4,864 shares of NBT Bancorp worth $240K as of Q2 2026.
Lido Advisors sold 19,035 NBT Bancorp shares in Q2 2026, an estimated $870K.
NBT Bancorp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1861 holding.
Lido Advisors first reported a position in NBT Bancorp in Q3 2022 and has held it in 11 quarters since.
Lido Advisors's NBT Bancorp position peaked at $1.02M in Q1 2026.
286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.