LRI Investments’s NBT Bancorp NBTB Stock Holding History

LRI Investments’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	$49	Buy	+1	New	+$46	﹤0.01%	1903

Other funds holding NBTB

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LRI Investments's NBTB Position: Q2 2026 in Review

LRI Investments opened a new position in NBT Bancorp (NBTB) in Q2 2026: 1 share worth $49. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings.

75 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

LRI Investments held 1 share of NBT Bancorp worth $49 as of Q2 2026.
NBT Bancorp was a new LRI Investments position in Q2 2026.
NBT Bancorp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1903 holding.
75 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.