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NBTB icon

Note Advisors’s NBT Bancorp NBTB Stock Holding History

Note 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
Q2 		$891K Buy
18,048
+169
+0.9% +$7.73K 0.39% 39
2026
Q1 		$761K Sell
17,879
-1,656
-8% -$71.8K 0.38% 41
2025
Q4 		$883K Buy
19,535
+120
+0.6% +$4.99K 0.45% 41
2025
Q3 		$811K Buy
19,415
+122
+0.6% +$5.23K 0.48% 39
2025
Q2 		$802K Buy
+19,293
New +$803K 0.55% 37

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

Note Advisors's NBTB Position: Q2 2026 in Review

Note Advisors increased its NBT Bancorp (NBTB) stake by 0.95% in Q2 2026, buying an estimated $7.73K and bringing the position to 18,048 shares worth $891K. The position accounts for 0.39% of the portfolio, ranked #39.

Note Advisors first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Note Advisors held 18,048 shares of NBT Bancorp worth $891K as of Q2 2026.
  • Note Advisors bought 169 NBT Bancorp shares in Q2 2026, an estimated $7.73K.
  • NBT Bancorp made up 0.39% of Note Advisors's portfolio in Q2 2026, its #39 holding.
  • Note Advisors first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.