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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
Q2 		– Sell
-99
Closed -$4.21K – 2159
2026
Q1 		$4.21K 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

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

Root Financial Partners's NBTB Position: Q2 2026 in Review

Root Financial Partners sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 99 shares — an estimated $4.21K sold.

Root Financial Partners first reported a position in NBTB in Q3 2025 and held it in 3 quarters. The position peaked at $4.21K in Q1 2026. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Root Financial Partners reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 99 NBT Bancorp shares in Q2 2026, an estimated $4.21K.
  • Root Financial Partners first reported a position in NBT Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NBT Bancorp position peaked at $4.21K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.