North Star Investment Management’s NBT Bancorp NBTB Stock Holding History

North Star Investment 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	$592K	Hold	12,000	–	–	0.03%	372
2026 Q1	$511K	Hold	12,000	–	–	0.03%	377
2025 Q4	$498K	Hold	12,000	–	–	0.03%	332
2025 Q3	$501K	Hold	12,000	–	–	0.03%	326
2025 Q2	$499K	Hold	12,000	–	–	0.03%	316
2025 Q1	$515K	Hold	12,000	–	–	0.04%	313
2024 Q4	$573K	Hold	12,000	–	–	0.04%	307
2024 Q3	$531K	Hold	12,000	–	–	0.04%	316
2024 Q2	$463K	Hold	12,000	–	–	0.03%	332
2024 Q1	$440K	Hold	12,000	–	–	0.03%	340
2023 Q4	$503K	Hold	12,000	–	–	0.04%	328
2023 Q3	$380K	Sell	12,000 -12,097	-50%	-$414K	0.03%	355
2023 Q2	$767K	Hold	24,097	–	–	0.06%	273
2023 Q1	$812K	Sell	24,097 -4,253	-15%	-$167K	0.07%	266
2022 Q4	$1.23M	Buy	+28,350	New	+$1.25M	0.11%	191

Other funds holding NBTB

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LTAS

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

MAG

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

North Star Investment Management's NBTB Position: Q2 2026 in Review

North Star Investment Management held its NBT Bancorp (NBTB) position steady in Q2 2026 at 12,000 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #372.

North Star Investment Management first reported a position in NBTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2022. 68 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

North Star Investment Management held 12,000 shares of NBT Bancorp worth $592K as of Q2 2026.
North Star Investment Management left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up 0.03% of North Star Investment Management's portfolio in Q2 2026, its #372 holding.
North Star Investment Management first reported a position in NBT Bancorp in Q4 2022 and has held it in 15 quarters since.
North Star Investment Management's NBT Bancorp position peaked at $1.23M in Q4 2022.
68 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.