Spire Wealth Management’s NBT Bancorp NBTB Stock Holding History

Spire Wealth 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 Q2	$10.2K	Hold	207	–	–	﹤0.01%	1644
2026 Q1	$8.8K	Hold	207	–	–	﹤0.01%	1658
2025 Q4	$8.58K	Buy	207 +2	+1%	+$83	﹤0.01%	1762
2025 Q3	$8.56K	Buy	205 +2	+1%	+$86	﹤0.01%	1807
2025 Q2	$8.44K	Buy	203 +1	+0.5%	+$42	﹤0.01%	1775
2025 Q1	$8.65K	Buy	202 +2	+1%	+$92	﹤0.01%	1878
2024 Q4	$9.55K	Hold	200	–	–	﹤0.01%	1844
2024 Q3	$8.85K	Hold	200	–	–	﹤0.01%	1669
2024 Q2	$7.72K	Hold	200	–	–	﹤0.01%	1713
2024 Q1	$7.34K	Hold	200	–	–	﹤0.01%	1812
2023 Q4	$7.9K	Hold	200	–	–	﹤0.01%	1820
2023 Q3	$6.34K	Hold	200	–	–	﹤0.01%	1868
2023 Q2	$6.37K	Hold	200	–	–	﹤0.01%	1942
2023 Q1	$6.74K	Buy	+200	New	+$7.84K	﹤0.01%	1967
2022 Q3	–	Sell	-200	Closed	-$8K	–	2460
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	1997
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	2155
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	2453
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	2202
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	2240
2021 Q1	$8K	Buy	+200	New	+$7.36K	﹤0.01%	2482

Other funds holding NBTB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $103M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Spire Wealth Management's NBTB Position: Q2 2026 in Review

Spire Wealth Management held its NBT Bancorp (NBTB) position steady in Q2 2026 at 207 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Spire Wealth Management first reported a position in NBTB in Q1 2021 and has held it in 20 quarters since. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Spire Wealth Management held 207 shares of NBT Bancorp worth $10.2K as of Q2 2026.
Spire Wealth Management left its NBT Bancorp share count unchanged in Q2 2026.
NBT Bancorp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1644 holding.
Spire Wealth Management first reported a position in NBT Bancorp in Q1 2021 and has held it in 20 quarters since.
28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.