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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
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

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

Pinnacle Wealth Planning Services's NBTB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its NBT Bancorp (NBTB) stake by 43% in Q2 2026, selling an estimated $44.3K and leaving 1,282 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #1121.

Pinnacle Wealth Planning Services first reported a position in NBTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $95.8K in Q1 2026. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,282 shares of NBT Bancorp worth $63.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 969 NBT Bancorp shares in Q2 2026, an estimated $44.3K.
  • NBT Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1121 holding.
  • Pinnacle Wealth Planning Services first reported a position in NBT Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's NBT Bancorp position peaked at $95.8K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.