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Steward Partners Investment Advisory’s NBT Bancorp NBTB Stock Holding History

Steward Partners Investment Advisory’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 		$1.87K Buy
+44
New +$1.91K ﹤0.01% 4072
2023
Q2 		– Sell
-60,477
Closed -$2.04M – 3360
2023
Q1 		$2.04M Buy
+60,477
New +$2.37M 0.03% 457

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

Steward Partners Investment Advisory's NBTB Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in NBT Bancorp (NBTB) in Q1 2026: 44 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #4072 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in NBTB as recently as Q1 2023.

Steward Partners Investment Advisory first reported a position in NBTB in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.04M in Q1 2023. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Steward Partners Investment Advisory held 44 shares of NBT Bancorp worth $1.87K as of Q1 2026.
  • NBT Bancorp was a new Steward Partners Investment Advisory position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4072 holding.
  • Steward Partners Investment Advisory first reported a position in NBT Bancorp in Q1 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's NBT Bancorp position peaked at $2.04M in Q1 2023.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.