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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rialto Wealth Management's NBTB Position: Q1 2026 in Review

Rialto Wealth Management held its NBT Bancorp (NBTB) position steady in Q1 2026 at 1,830 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #244.

Rialto Wealth Management first reported a position in NBTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $87.4K in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Rialto Wealth Management held 1,830 shares of NBT Bancorp worth $77.9K as of Q1 2026.
  • Rialto Wealth Management left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Rialto Wealth Management first reported a position in NBT Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's NBT Bancorp position peaked at $87.4K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.