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Pinnacle Wealth Planning Services’s NBT Bancorp NBTB Stock Holding History

Pinnacle Wealth Planning Services’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 		$95.8K Buy
2,251
+32
+1% +$1.39K 0.01% 824
2025
Q4 		$92.1K Buy
+2,219
New +$92.2K 0.01% 829

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

Pinnacle Wealth Planning Services's NBTB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its NBT Bancorp (NBTB) stake by 1.4% in Q1 2026, buying an estimated $1.39K and bringing the position to 2,251 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #824.

Pinnacle Wealth Planning Services first reported a position in NBTB in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,251 shares of NBT Bancorp worth $95.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 32 NBT Bancorp shares in Q1 2026, an estimated $1.39K.
  • NBT Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #824 holding.
  • Pinnacle Wealth Planning Services first reported a position in NBT Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.