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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Note Advisors's NBTB Position: Q1 2026 in Review

Note Advisors reduced its NBT Bancorp (NBTB) stake by 8.5% in Q1 2026, selling an estimated $71.8K and leaving 17,879 shares worth $761K. The position accounts for 0.38% of the portfolio, ranked #41.

Note Advisors first reported a position in NBTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $883K in Q4 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Note Advisors held 17,879 shares of NBT Bancorp worth $761K as of Q1 2026.
  • Note Advisors sold 1,656 NBT Bancorp shares in Q1 2026, an estimated $71.8K.
  • NBT Bancorp made up 0.38% of Note Advisors's portfolio in Q1 2026, its #41 holding.
  • Note Advisors first reported a position in NBT Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Note Advisors's NBT Bancorp position peaked at $883K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.