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MAI Capital Management’s NBT Bancorp NBTB Stock Holding History

MAI Capital Management’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 		– Sell
-274
Closed -$11.7K – 3746
2026
Q1 		$11.7K Buy
274
+244
+813% +$10.6K ﹤0.01% 3095
2025
Q4 		$1.25K Buy
+30
New +$1.25K ﹤0.01% 3561
2025
Q3 		– Sell
-17
Closed -$707 – 4024
2025
Q2 		$707 Buy
+17
New +$708 ﹤0.01% 3706

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MAI Capital Management's NBTB Position: Q2 2026 in Review

MAI Capital Management sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 274 shares — an estimated $11.7K sold.

MAI Capital Management first reported a position in NBTB in Q2 2025 and held it in 3 quarters. The position peaked at $11.7K in Q1 2026. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • MAI Capital Management reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 274 NBT Bancorp shares in Q2 2026, an estimated $11.7K.
  • MAI Capital Management first reported a position in NBT Bancorp in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's NBT Bancorp position peaked at $11.7K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.