NWM
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Navigoe Wealth Management’s NBT Bancorp NBTB Stock Holding History

Navigoe 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 		$0 Buy
+1
New +$46 ﹤0.01% 902

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

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

Navigoe Wealth Management opened a new position in NBT Bancorp (NBTB) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings.

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

  • Navigoe Wealth Management held 1 share of NBT Bancorp worth $0 as of Q2 2026.
  • NBT Bancorp was a new Navigoe Wealth Management position in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #902 holding.
  • 284 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.