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Stephens Inc’s NBT Bancorp NBTB Stock Holding History

Stephens Inc’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 		$254K Hold
5,964
– – ﹤0.01% 1107
2025
Q4 		$248K Buy
+5,964
New +$248K ﹤0.01% 1115
2024
Q3 		– Sell
-9,622
Closed -$371K – 1327
2024
Q2 		$371K Buy
+9,622
New +$348K 0.01% 915

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

Stephens Inc's NBTB Position: Q1 2026 in Review

Stephens Inc held its NBT Bancorp (NBTB) position steady in Q1 2026 at 5,964 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Stephens Inc first reported a position in NBTB in Q2 2024 and has held it in 3 quarters since. The position peaked at $371K in Q2 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Stephens Inc held 5,964 shares of NBT Bancorp worth $254K as of Q1 2026.
  • Stephens Inc left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1107 holding.
  • Stephens Inc first reported a position in NBT Bancorp in Q2 2024 and has held it in 3 quarters since.
  • Stephens Inc's NBT Bancorp position peaked at $371K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.