Members Advisory Group’s NBT Bancorp NBTB Stock Holding History

Members Advisory 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 Q2	$1.65M	Hold	33,522	–	–	0.46%	24
2026 Q1	$1.43M	Hold	33,522	–	–	0.49%	25
2025 Q4	$1.39M	Hold	33,522	–	–	0.52%	21
2025 Q3	$1.4M	Hold	33,522	–	–	0.5%	25
2025 Q2	$1.39M	Buy	+33,522	New	+$1.4M	0.52%	25

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

MWM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Members Advisory Group's NBTB Position: Q2 2026 in Review

Members Advisory Group held its NBT Bancorp (NBTB) position steady in Q2 2026 at 33,522 shares worth $1.65M. The position accounts for 0.46% of the portfolio, ranked #24.

Members Advisory Group first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Members Advisory Group held 33,522 shares of NBT Bancorp worth $1.65M as of Q2 2026.
Members Advisory Group left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up 0.46% of Members Advisory Group's portfolio in Q2 2026, its #24 holding.
Members Advisory Group first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Members Advisory Group's 13F filing for Q2 2026, filed 15 Jul 2026.