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Smartleaf Asset Management’s NBT Bancorp NBTB Stock Holding History

Smartleaf Asset Management’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 		$114K Sell
2,722
-582
-18% -$25.2K ﹤0.01% 1044
2025
Q4 		$138K Buy
3,304
+63
+2% +$2.62K 0.01% 1012
2025
Q3 		$136K Sell
3,241
-75
-2% -$3.22K 0.01% 902
2025
Q2 		$139K Buy
3,316
+620
+23% +$25.8K 0.01% 718
2025
Q1 		$116K Sell
2,696
-59
-2% -$2.73K 0.01% 773
2024
Q4 		$132K Buy
2,755
+597
+28% +$28.4K 0.01% 715
2024
Q3 		$93.9K Buy
2,158
+209
+11% +$9.43K 0.01% 728
2024
Q2 		$73.4K Buy
1,949
+625
+47% +$22.6K 0.01% 650
2024
Q1 		$48.6K Hold
1,324
– – 0.01% 684
2023
Q4 		$57K Buy
+1,324
New +$47.8K 0.02% 517

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

Smartleaf Asset Management's NBTB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its NBT Bancorp (NBTB) stake by 18% in Q1 2026, selling an estimated $25.2K and leaving 2,722 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Smartleaf Asset Management first reported a position in NBTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $139K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Smartleaf Asset Management held 2,722 shares of NBT Bancorp worth $114K as of Q1 2026.
  • Smartleaf Asset Management sold 582 NBT Bancorp shares in Q1 2026, an estimated $25.2K.
  • NBT Bancorp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1044 holding.
  • Smartleaf Asset Management first reported a position in NBT Bancorp in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's NBT Bancorp position peaked at $139K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.