Quadrant Private Wealth Management’s NBT Bancorp NBTB Stock Holding History

Quadrant Private Wealth Management’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	$290K	Hold	6,802	–	–	0.04%	234
2025 Q4	$282K	Buy	6,802 +2	+0%	+$83	0.05%	223
2025 Q3	$284K	Hold	6,800	–	–	0.05%	209
2025 Q2	$283K	Hold	6,800	–	–	0.06%	199
2025 Q1	$292K	Hold	6,800	–	–	0.07%	183
2024 Q4	$325K	Hold	6,800	–	–	0.08%	188
2024 Q3	$301K	Hold	6,800	–	–	0.07%	186
2024 Q2	$262K	Hold	6,800	–	–	0.06%	202
2024 Q1	$249K	Hold	6,800	–	–	0.06%	194
2023 Q4	$285K	Hold	6,800	–	–	0.08%	183
2023 Q3	$215K	Hold	6,800	–	–	0.07%	199
2023 Q2	$217K	Hold	6,800	–	–	0.06%	226
2023 Q1	$229K	Hold	6,800	–	–	0.07%	216
2022 Q4	$295K	Buy	+6,800	New	+$300K	0.1%	178
2022 Q2	$256K	Hold	6,800	–	–	0.11%	166
2022 Q1	$246K	Hold	6,800	–	–	0.09%	181
2021 Q4	$262K	Hold	6,800	–	–	0.1%	173
2021 Q3	$246K	Hold	6,800	–	–	0.1%	167
2021 Q2	$245K	Hold	6,800	–	–	0.1%	164
2021 Q1	$271K	Hold	6,800	–	–	0.12%	159
2020 Q4	$218K	Buy	+6,800	New	+$204K	0.1%	173
2020 Q3	–	Sell	-6,800	Closed	-$209K	–	184
2020 Q2	$209K	Hold	6,800	–	–	0.12%	164
2020 Q1	$220K	Hold	6,800	–	–	0.18%	129
2019 Q4	$276K	Hold	6,800	–	–	0.25%	86
2019 Q3	$249K	Hold	6,800	–	–	0.23%	88
2019 Q2	$255K	Hold	6,800	–	–	0.23%	88
2019 Q1	$245K	Hold	6,800	–	–	0.23%	90
2018 Q4	$235K	Hold	6,800	–	–	0.25%	82
2018 Q3	$261K	Hold	6,800	–	–	0.23%	81
2018 Q2	$259K	Hold	6,800	–	–	0.25%	77
2018 Q1	$241K	Hold	6,800	–	–	0.31%	71
2017 Q4	$250K	Buy	+6,800	New	+$257K	0.26%	76

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Quadrant Private Wealth Management's NBTB Position: Q1 2026 in Review

Quadrant Private Wealth Management held its NBT Bancorp (NBTB) position steady in Q1 2026 at 6,802 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #234.

Quadrant Private Wealth Management first reported a position in NBTB in Q4 2017 and has held it in 32 quarters since. The position peaked at $325K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Quadrant Private Wealth Management held 6,802 shares of NBT Bancorp worth $290K as of Q1 2026.
Quadrant Private Wealth Management left its NBT Bancorp share count unchanged in Q1 2026.
NBT Bancorp made up 0.04% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #234 holding.
Quadrant Private Wealth Management first reported a position in NBT Bancorp in Q4 2017 and has held it in 32 quarters since.
Quadrant Private Wealth Management's NBT Bancorp position peaked at $325K in Q4 2024.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.