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Rothschild Investment LLC’s NBT Bancorp NBTB Stock Holding History

Rothschild Investment LLC’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 		$11.6K Buy
235
+18
+8% +$823 ﹤0.01% 1793
2026
Q1 		$9.24K Buy
217
+123
+131% +$5.33K ﹤0.01% 1725
2025
Q4 		$3.9K Buy
94
+19
+25% +$790 ﹤0.01% 2023
2025
Q3 		$3.13K Sell
75
-40
-35% -$1.72K ﹤0.01% 1959
2025
Q2 		$4.78K Buy
115
+60
+109% +$2.5K ﹤0.01% 1534
2025
Q1 		$2.36K Buy
55
+25
+83% +$1.16K ﹤0.01% 1788
2024
Q4 		$1.43K Sell
30
-20
-40% -$952 ﹤0.01% 2005
2024
Q3 		$2.21K Buy
50
+30
+150% +$1.35K ﹤0.01% 1672
2024
Q2 		$772 Buy
20
+15
+300% +$542 ﹤0.01% 1796
2024
Q1 		$183 Buy
+5
New +$181 ﹤0.01% 1788

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's NBTB Position: Q2 2026 in Review

Rothschild Investment LLC increased its NBT Bancorp (NBTB) stake by 8.3% in Q2 2026, buying an estimated $823 and bringing the position to 235 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Rothschild Investment LLC first reported a position in NBTB in Q1 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Rothschild Investment LLC held 235 shares of NBT Bancorp worth $11.6K as of Q2 2026.
  • Rothschild Investment LLC bought 18 NBT Bancorp shares in Q2 2026, an estimated $823.
  • NBT Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1793 holding.
  • Rothschild Investment LLC first reported a position in NBT Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 121 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.