Rosenthal Henry Capital Advisors’s NBT Bancorp NBTB Stock Holding History

Rosenthal Henry Capital Advisors’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	$1.05M	Buy	+21,175	New	+$968K	0.91%	43

Other funds holding NBTB

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Rosenthal Henry Capital Advisors's NBTB Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors opened a new position in NBT Bancorp (NBTB) in Q2 2026: 21,175 shares worth $1.05M. The stake represents 0.91% of the portfolio and ranks #43 among its holdings.

68 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Rosenthal Henry Capital Advisors held 21,175 shares of NBT Bancorp worth $1.05M as of Q2 2026.
NBT Bancorp was a new Rosenthal Henry Capital Advisors position in Q2 2026.
NBT Bancorp made up 0.91% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #43 holding.
68 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.