Pinnacle Wealth Planning Services
NBTB icon

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
Q3 		$64.7K Buy
1,289
+7
+0.5% +$362 0.01% 1114
2026
Q2 		$63.3K Sell
1,282
-969
-43% -$44.3K 0.01% 1121
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's NBTB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its NBT Bancorp (NBTB) stake by 0.55% in Q3 2026, buying an estimated $362 and bringing the position to 1,289 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #1114.

Pinnacle Wealth Planning Services first reported a position in NBTB in Q4 2025 and has held it in 4 quarters since. The position peaked at $95.8K in Q1 2026. 191 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,289 shares of NBT Bancorp worth $64.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 7 NBT Bancorp shares in Q3 2026, an estimated $362.
  • NBT Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1114 holding.
  • Pinnacle Wealth Planning Services first reported a position in NBT Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's NBT Bancorp position peaked at $95.8K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.