Stifel Financial
NBTB icon

Stifel Financial’s NBT Bancorp NBTB Stock Holding History

Stifel Financial’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 		$798K Sell
16,161
-10,527
-39% -$481K ﹤0.01% 2695
2026
Q1 		$1.14M Sell
26,688
-6
-0% -$260 ﹤0.01% 2379
2025
Q4 		$1.11M Sell
26,694
-429
-2% -$17.8K ﹤0.01% 2370
2025
Q3 		$1.13M Sell
27,123
-124
-0.5% -$5.32K ﹤0.01% 2324
2025
Q2 		$1.13M Buy
27,247
+441
+2% +$18.4K ﹤0.01% 2248
2025
Q1 		$1.15M Buy
26,806
+758
+3% +$35K ﹤0.01% 2138
2024
Q4 		$1.24M Buy
26,048
+166
+0.6% +$7.9K ﹤0.01% 2111
2024
Q3 		$1.14M Sell
25,882
-32
-0.1% -$1.44K ﹤0.01% 2143
2024
Q2 		$1M Sell
25,914
-287
-1% -$10.4K ﹤0.01% 2162
2024
Q1 		$961K Buy
26,201
+829
+3% +$30K ﹤0.01% 2204
2023
Q4 		$1.06M Buy
25,372
+85
+0.3% +$3.07K ﹤0.01% 2106
2023
Q3 		$801K Buy
+25,287
New +$866K ﹤0.01% 2194

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stifel Financial's NBTB Position: Q2 2026 in Review

Stifel Financial reduced its NBT Bancorp (NBTB) stake by 39% in Q2 2026, selling an estimated $481K and leaving 16,161 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Stifel Financial first reported a position in NBTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2024. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Stifel Financial held 16,161 shares of NBT Bancorp worth $798K as of Q2 2026.
  • Stifel Financial sold 10,527 NBT Bancorp shares in Q2 2026, an estimated $481K.
  • NBT Bancorp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2695 holding.
  • Stifel Financial first reported a position in NBT Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Stifel Financial's NBT Bancorp position peaked at $1.24M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.