Rockefeller Capital Management’s NBT Bancorp NBTB Stock Holding History

Rockefeller Capital 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	$95.3K	Sell	1,930 -12	-0.6%	-$549	﹤0.01%	3013
2026 Q1	$82.7K	Sell	1,942 -62	-3%	-$2.69K	﹤0.01%	2980
2025 Q4	$83.2K	Buy	2,004 +1,349	+206%	+$56.1K	﹤0.01%	2806
2025 Q3	$27.4K	Buy	+655	New	+$28.1K	﹤0.01%	3192
2023 Q1	–	Sell	-13	Closed	–	–	3192
2022 Q4	$0	Hold	13	–	–	﹤0.01%	4083
2022 Q3	$0	Buy	+13	New	+$513	﹤0.01%	4207
2021 Q2	–	Sell	-181	Closed	-$7K	–	3547
2021 Q1	$7K	Hold	181	–	–	﹤0.01%	2767
2020 Q4	$5K	Hold	181	–	–	﹤0.01%	2437
2020 Q3	$4K	Hold	181	–	–	﹤0.01%	2292
2020 Q2	$6K	Hold	181	–	–	﹤0.01%	2042
2020 Q1	$6K	Buy	+181	New	+$6.63K	﹤0.01%	1900

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

Rockefeller Capital Management's NBTB Position: Q2 2026 in Review

Rockefeller Capital Management reduced its NBT Bancorp (NBTB) stake by 0.62% in Q2 2026, selling an estimated $549 and leaving 1,930 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Rockefeller Capital Management first reported a position in NBTB in Q1 2020 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Rockefeller Capital Management held 1,930 shares of NBT Bancorp worth $95.3K as of Q2 2026.
Rockefeller Capital Management sold 12 NBT Bancorp shares in Q2 2026, an estimated $549.
NBT Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3013 holding.
Rockefeller Capital Management first reported a position in NBT Bancorp in Q1 2020 and has held it in 11 quarters since.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.