Stone House Investment Management’s NBT Bancorp NBTB Stock Holding History

Stone House Investment 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 Q1	$220K	Buy	5,165 +1	+0%	+$43	0.04%	70
2025 Q4	$214K	Hold	5,164	–	–	0.03%	73
2025 Q3	$216K	Hold	5,164	–	–	0.04%	76
2025 Q2	$215K	Buy	5,164 +3,113	+152%	+$130K	0.04%	64
2025 Q1	$88K	Buy	+2,051	New	+$94.8K	0.02%	103
2024 Q4	–	Sell	-2,051	Closed	-$90.7K	–	247
2024 Q3	$90.7K	Hold	2,051	–	–	0.02%	84
2024 Q2	$79.2K	Hold	2,051	–	–	0.02%	91
2024 Q1	$75.2K	Hold	2,051	–	–	0.02%	97
2023 Q4	$86K	Hold	2,051	–	–	0.03%	66
2023 Q3	$65K	Hold	2,051	–	–	0.02%	72
2023 Q2	$65.3K	Hold	2,051	–	–	0.02%	75
2023 Q1	$69.1K	Buy	+2,051	New	+$80.4K	0.02%	79
2019 Q2	–	Sell	-2,051	Closed	-$74K	–	144
2019 Q1	$74K	Buy	+2,051	New	+$75.7K	0.04%	72

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stone House Investment Management's NBTB Position: Q1 2026 in Review

Stone House Investment Management increased its NBT Bancorp (NBTB) stake by 0.02% in Q1 2026, buying an estimated $43 and bringing the position to 5,165 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #70.

Stone House Investment Management first reported a position in NBTB in Q1 2019 and has held it in 13 quarters since. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Stone House Investment Management held 5,165 shares of NBT Bancorp worth $220K as of Q1 2026.
Stone House Investment Management bought 1 NBT Bancorp share in Q1 2026, an estimated $43.
NBT Bancorp made up 0.04% of Stone House Investment Management's portfolio in Q1 2026, its #70 holding.
Stone House Investment Management first reported a position in NBT Bancorp in Q1 2019 and has held it in 13 quarters since.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.