Nisa Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Nisa Investment Advisors’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 Q1	$525K	Buy	12,338 +142	+1%	+$6.16K	﹤0.01%	951
2025 Q4	$506K	Sell	12,196 -9,767	-44%	-$406K	﹤0.01%	996
2025 Q3	$917K	Sell	21,963 -910	-4%	-$39K	﹤0.01%	866
2025 Q2	$950K	Buy	22,873 +232	+1%	+$9.66K	﹤0.01%	824
2025 Q1	$971K	Hold	22,641	–	–	﹤0.01%	824
2024 Q4	$1.08M	Buy	22,641 +160	+0.7%	+$7.61K	﹤0.01%	844
2024 Q3	$994K	Sell	22,481 -1,000	-4%	-$45.1K	0.01%	853
2024 Q2	$906K	Hold	23,481	–	–	0.01%	912
2024 Q1	$861K	Sell	23,481 -160	-0.7%	-$5.79K	0.01%	917
2023 Q4	$991K	Sell	23,641 -3,500	-13%	-$126K	0.01%	854
2023 Q3	$860K	Buy	27,141 +3,525	+15%	+$121K	0.01%	909
2023 Q2	$752K	Sell	23,616 -410	-2%	-$13.7K	0.01%	949
2023 Q1	$810K	Sell	24,026 -13	-0.1%	-$510	0.01%	924
2022 Q4	$1.04M	Hold	24,039	–	–	0.01%	903
2022 Q3	$912K	Buy	24,039 +33	+0.1%	+$1.3K	0.01%	836
2022 Q2	$902K	Hold	24,006	–	–	0.01%	857
2022 Q1	$867K	Hold	24,006	–	–	0.01%	920
2021 Q4	$929K	Sell	24,006 -200	-0.8%	-$7.46K	0.01%	857
2021 Q3	$874	Hold	24,206	–	–	0.01%	955
2021 Q2	$871	Hold	24,206	–	–	0.01%	984
2021 Q1	$966	Sell	24,206 -4,400	-15%	-$162K	0.01%	965
2020 Q4	$918K	Hold	28,606	–	–	0.01%	963
2020 Q3	$767K	Hold	28,606	–	–	0.01%	895
2020 Q2	$880K	Buy	28,606 +1,900	+7%	+$59.2K	0.01%	823
2020 Q1	$865K	Buy	26,706 +1,000	+4%	+$36.6K	0.01%	750
2019 Q4	$1.04M	Buy	25,706 +6,900	+37%	+$271K	0.01%	865
2019 Q3	$688K	Hold	18,806	–	–	0.01%	985
2019 Q2	$705K	Hold	18,806	–	–	0.01%	968
2019 Q1	$677K	Hold	18,806	–	–	0.01%	967
2018 Q4	$650K	Hold	18,806	–	–	0.01%	918
2018 Q3	$722K	Buy	18,806 +8,806	+88%	+$351K	0.01%	984
2018 Q2	$382K	Hold	10,000	–	–	﹤0.01%	1124
2018 Q1	$348K	Hold	10,000	–	–	﹤0.01%	1116
2017 Q4	$368K	Hold	10,000	–	–	﹤0.01%	1119
2017 Q3	$367K	Hold	10,000	–	–	﹤0.01%	1112
2017 Q2	$351K	Hold	10,000	–	–	﹤0.01%	1110
2017 Q1	$371K	Hold	10,000	–	–	﹤0.01%	1112
2016 Q4	$419K	Hold	10,000	–	–	0.01%	1089
2016 Q3	$329K	Hold	10,000	–	–	﹤0.01%	1115
2016 Q2	$286K	Hold	10,000	–	–	﹤0.01%	1148
2016 Q1	$270K	Hold	10,000	–	–	﹤0.01%	1152
2015 Q4	$279K	Hold	10,000	–	–	﹤0.01%	1108
2015 Q3	$259K	Hold	10,000	–	–	﹤0.01%	1142
2015 Q2	$262K	Sell	10,000 -18,000	-64%	-$452K	﹤0.01%	1191
2015 Q1	$702K	Hold	28,000	–	–	0.01%	918
2014 Q4	$736K	Hold	28,000	–	–	0.01%	890
2014 Q3	$631K	Hold	28,000	–	–	0.01%	935
2014 Q2	$673K	Buy	28,000 +10,000	+56%	+$233K	0.01%	945
2014 Q1	$440K	Sell	18,000 -900	-5%	-$21.8K	0.01%	1073
2013 Q4	$490K	Sell	18,900 -100	-0.5%	-$2.45K	0.01%	1031
2013 Q3	$437K	Hold	19,000	–	–	0.01%	1057
2013 Q2	$402K	Buy	+19,000	New	+$390K	0.01%	1081

Other funds holding NBTB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nisa Investment Advisors's NBTB Position: Q1 2026 in Review

Nisa Investment Advisors increased its NBT Bancorp (NBTB) stake by 1.2% in Q1 2026, buying an estimated $6.16K and bringing the position to 12,338 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Nisa Investment Advisors first reported a position in NBTB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08M in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Nisa Investment Advisors held 12,338 shares of NBT Bancorp worth $525K as of Q1 2026.
Nisa Investment Advisors bought 142 NBT Bancorp shares in Q1 2026, an estimated $6.16K.
NBT Bancorp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #951 holding.
Nisa Investment Advisors first reported a position in NBT Bancorp in Q2 2013 and has held it in 52 quarters since.
Nisa Investment Advisors's NBT Bancorp position peaked at $1.08M in Q4 2024.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.