Root Financial Partners
NBTB icon

Root Financial Partners’s NBT Bancorp NBTB Stock Holding History

Root Financial Partners’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
Q3 		$7.12K Buy
+142
New +$7.35K ﹤0.01% 2081
2026
Q2 		– Sell
-99
Closed -$4.22K – 2159
2026
Q1 		$4.22K Buy
99
+54
+120% +$2.34K ﹤0.01% 2009
2025
Q4 		$1.87K Buy
45
+4
+10% +$166 ﹤0.01% 2001
2025
Q3 		$1.71K Buy
+41
New +$1.76K ﹤0.01% 1979

Other funds holding NBTB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's NBTB Position: Q3 2026 in Review

Root Financial Partners opened a new position in NBT Bancorp (NBTB) in Q3 2026: 142 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #2081 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NBTB as recently as Q1 2026.

Root Financial Partners first reported a position in NBTB in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • Root Financial Partners held 142 shares of NBT Bancorp worth $7.12K as of Q3 2026.
  • NBT Bancorp was a new Root Financial Partners position in Q3 2026.
  • NBT Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2081 holding.
  • Root Financial Partners first reported a position in NBT Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.