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 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 $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

Rockefeller Capital Management's NBTB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its NBT Bancorp (NBTB) stake by 3.1% in Q1 2026, selling an estimated $2.69K and leaving 1,942 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Rockefeller Capital Management first reported a position in NBTB in Q1 2020 and has held it in 10 quarters since. The position peaked at $83.2K in Q4 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Rockefeller Capital Management held 1,942 shares of NBT Bancorp worth $82.7K as of Q1 2026.
Rockefeller Capital Management sold 62 NBT Bancorp shares in Q1 2026, an estimated $2.69K.
NBT Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2980 holding.
Rockefeller Capital Management first reported a position in NBT Bancorp in Q1 2020 and has held it in 10 quarters since.
Rockefeller Capital Management's NBT Bancorp position peaked at $83.2K in Q4 2025.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

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