Mission Wealth Management’s NBT Bancorp NBTB Stock Holding History

Mission Wealth 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	$1.34M	Buy	+27,096	New	+$1.24M	0.02%	395

Other funds holding NBTB

Wealth Enhancement Advisory Services

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

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

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

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

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mission Wealth Management's NBTB Position: Q2 2026 in Review

Mission Wealth Management opened a new position in NBT Bancorp (NBTB) in Q2 2026: 27,096 shares worth $1.34M. The stake represents 0.02% of the portfolio and ranks #395 among its holdings.

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

Mission Wealth Management held 27,096 shares of NBT Bancorp worth $1.34M as of Q2 2026.
NBT Bancorp was a new Mission Wealth Management position in Q2 2026.
NBT Bancorp made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #395 holding.
36 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.