NB
FISI icon

NBT Bank’s Financial Institutions FISI Stock Holding History

NBT Bank’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$15.6K – 1058
2025
Q4 		$15.6K Hold
500
– – ﹤0.01% 622
2025
Q3 		$13.6K Hold
500
– – ﹤0.01% 651
2025
Q2 		$12.8K Hold
500
– – ﹤0.01% 637
2025
Q1 		$12.5K Hold
500
– – ﹤0.01% 636
2024
Q4 		$13.6K Hold
500
– – ﹤0.01% 626
2024
Q3 		$12.7K Buy
+500
New +$11.9K ﹤0.01% 662

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

NBT Bank's FISI Position: Q1 2026 in Review

NBT Bank sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 500 shares — an estimated $15.6K sold.

NBT Bank first reported a position in FISI in Q3 2024 and held it in 6 quarters. The position peaked at $15.6K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • NBT Bank reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • NBT Bank sold 500 Financial Institutions shares in Q1 2026, an estimated $15.6K.
  • NBT Bank first reported a position in Financial Institutions in Q3 2024 and held it in 6 quarters.
  • NBT Bank's Financial Institutions position peaked at $15.6K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.