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Sound Income Strategies’s NBT Bancorp NBTB Stock Holding History

Sound Income Strategies’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
-147
Closed -$6.3K – 1694
2026
Q1 		$6.3K Buy
147
+1
+0.7% +$43 ﹤0.01% 1725
2025
Q4 		$6.37K Buy
+146
New +$6.07K ﹤0.01% 1708

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's NBTB Position: Q2 2026 in Review

Sound Income Strategies sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 147 shares — an estimated $6.3K sold.

Sound Income Strategies first reported a position in NBTB in Q4 2025 and held it in 2 quarters. The position peaked at $6.37K in Q4 2025. 219 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Sound Income Strategies reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 147 NBT Bancorp shares in Q2 2026, an estimated $6.3K.
  • Sound Income Strategies first reported a position in NBT Bancorp in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's NBT Bancorp position peaked at $6.37K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.