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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
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 $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

Root Financial Partners's NBTB Position: Q1 2026 in Review

Root Financial Partners increased its NBT Bancorp (NBTB) stake by 120% in Q1 2026, buying an estimated $2.34K and bringing the position to 99 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Root Financial Partners first reported a position in NBTB in Q3 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Root Financial Partners held 99 shares of NBT Bancorp worth $4.21K as of Q1 2026.
  • Root Financial Partners bought 54 NBT Bancorp shares in Q1 2026, an estimated $2.34K.
  • NBT Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2009 holding.
  • Root Financial Partners first reported a position in NBT Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.