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Rialto Wealth Management’s NBT Bancorp NBTB Stock Holding History

Rialto 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
Q2 		$90.4K Buy
1,831
+1
+0.1% +$46 0.02% 259
2026
Q1 		$77.9K Hold
1,830
– – 0.02% 244
2025
Q4 		$76K Hold
1,830
– – 0.02% 247
2025
Q3 		$76.4K Hold
1,830
– – 0.02% 229
2025
Q2 		$76K Buy
1,830
+1
+0.1% +$42 0.02% 225
2025
Q1 		$78.5K Hold
1,829
– – 0.02% 213
2024
Q4 		$87.4K Buy
+1,829
New +$87K 0.03% 207

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

Rialto Wealth Management's NBTB Position: Q2 2026 in Review

Rialto Wealth Management increased its NBT Bancorp (NBTB) stake by 0.05% in Q2 2026, buying an estimated $46 and bringing the position to 1,831 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #259.

Rialto Wealth Management first reported a position in NBTB in Q4 2024 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Rialto Wealth Management held 1,831 shares of NBT Bancorp worth $90.4K as of Q2 2026.
  • Rialto Wealth Management bought 1 NBT Bancorp share in Q2 2026, an estimated $46.
  • NBT Bancorp made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Rialto Wealth Management first reported a position in NBT Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.