NBT Bank’s Wintrust Financial WTFC Stock Holding History

NBT Bank’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Hold	10	–	–	﹤0.01%	907
2026 Q1	$1.39K	Buy	+10	New	+$1.45K	﹤0.01%	877

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NBT Bank's WTFC Position: Q2 2026 in Review

NBT Bank held its Wintrust Financial (WTFC) position steady in Q2 2026 at 10 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

NBT Bank first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

NBT Bank held 10 shares of Wintrust Financial worth $1.61K as of Q2 2026.
NBT Bank left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #907 holding.
NBT Bank first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.