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Plante Moran Financial Advisors’s NBT Bancorp NBTB Stock Holding History

Plante Moran Financial 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 		$148K Hold
2,991
– – 0.01% 200
2026
Q1 		$127K Hold
2,991
– – 0.01% 203
2025
Q4 		$124K Hold
2,991
– – 0.01% 210
2025
Q3 		$125K Hold
2,991
– – 0.01% 216
2025
Q2 		$124K Hold
2,991
– – 0.01% 212
2025
Q1 		$128K Hold
2,991
– – 0.01% 214
2024
Q4 		$143K Hold
2,991
– – 0.01% 211
2024
Q3 		$132K Hold
2,991
– – 0.01% 234
2024
Q2 		$115K Hold
2,991
– – 0.01% 227
2024
Q1 		$110K Hold
2,991
– – 0.01% 234
2023
Q4 		$125K Hold
2,991
– – 0.01% 224
2023
Q3 		$94.8K Buy
+2,991
New +$102K 0.01% 232

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plante Moran Financial Advisors's NBTB Position: Q2 2026 in Review

Plante Moran Financial Advisors held its NBT Bancorp (NBTB) position steady in Q2 2026 at 2,991 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #200.

Plante Moran Financial Advisors first reported a position in NBTB in Q3 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Plante Moran Financial Advisors held 2,991 shares of NBT Bancorp worth $148K as of Q2 2026.
  • Plante Moran Financial Advisors left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • Plante Moran Financial Advisors first reported a position in NBT Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 121 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.