Raymond James Financial’s NBT Bancorp NBTB Stock Holding History

Raymond James Financial’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	$21.8M	Buy	441,781 +4,021	+0.9%	+$184K	0.01%	1499
2026 Q1	$18.5M	Sell	437,760 -7,910	-2%	-$343K	0.01%	1532
2025 Q4	$18.6M	Sell	445,670 -44,964	-9%	-$1.87M	0.01%	1504
2025 Q3	$20.5M	Sell	490,634 -10,220	-2%	-$438K	0.01%	1396
2025 Q2	$20.8M	Sell	500,854 -12,389	-2%	-$516K	0.01%	1345
2025 Q1	$22M	Buy	513,243 +18,035	+4%	+$833K	0.01%	1232
2024 Q4	$23.7M	Buy	+495,208	New	+$23.6M	0.01%	1189

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial's NBTB Position: Q2 2026 in Review

Raymond James Financial increased its NBT Bancorp (NBTB) stake by 0.92% in Q2 2026, buying an estimated $184K and bringing the position to 441,781 shares worth $21.8M. The position accounts for 0.01% of the portfolio, ranked #1499.

Raymond James Financial first reported a position in NBTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.7M in Q4 2024. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Raymond James Financial held 441,781 shares of NBT Bancorp worth $21.8M as of Q2 2026.
Raymond James Financial bought 4,021 NBT Bancorp shares in Q2 2026, an estimated $184K.
NBT Bancorp made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1499 holding.
Raymond James Financial first reported a position in NBT Bancorp in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's NBT Bancorp position peaked at $23.7M in Q4 2024.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.