SFS
NBTB icon

Strategic Financial Services’s NBT Bancorp NBTB Stock Holding History

Strategic Financial Services’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 		$200K Hold
4,700
– – 0.01% 152
2025
Q4 		$219K Buy
+4,700
New +$195K 0.01% 137
2025
Q2 		– Sell
-4,777
Closed -$205K – 141
2025
Q1 		$205K Hold
4,777
– – 0.01% 131
2024
Q4 		$228K Hold
4,777
– – 0.01% 123
2024
Q3 		$211K Buy
+4,777
New +$216K 0.01% 138
2024
Q1 		– Sell
-5,097
Closed -$214K – 129
2023
Q4 		$214K Sell
5,097
-2,177
-30% -$78.7K 0.02% 125
2023
Q3 		$231K Hold
7,274
– – 0.02% 112
2023
Q2 		$267K Hold
7,274
– – 0.02% 114
2023
Q1 		$245K Hold
7,274
– – 0.02% 111
2022
Q4 		$316K Hold
7,274
– – 0.03% 106
2022
Q3 		$276K Hold
7,274
– – 0.02% 109
2022
Q2 		$273K Sell
7,274
-37
-0.5% -$1.34K 0.02% 113
2022
Q1 		$264K Buy
7,311
+287
+4% +$11.2K 0.02% 121
2021
Q4 		$271K Buy
7,024
+250
+4% +$9.33K 0.02% 118
2021
Q3 		$245K Hold
6,774
– – 0.02% 117
2021
Q2 		$244K Hold
6,774
– – 0.02% 129
2021
Q1 		$270K Hold
6,774
– – 0.02% 120
2020
Q4 		$217K Buy
+6,774
New +$203K 0.02% 128
2020
Q3 		– Sell
-15,440
Closed -$475K – 130
2020
Q2 		$475K Buy
15,440
+320
+2% +$9.96K 0.05% 91
2020
Q1 		$490K Hold
15,120
– – 0.07% 83
2019
Q4 		$613K Hold
15,120
– – 0.07% 95
2019
Q3 		$553K Sell
15,120
-200
-1% -$7.32K 0.07% 99
2019
Q2 		$575K Hold
15,320
– – 0.08% 98
2019
Q1 		$552K Hold
15,320
– – 0.08% 99
2018
Q4 		$530K Buy
+15,320
New +$563K 0.08% 100

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

Strategic Financial Services's NBTB Position: Q1 2026 in Review

Strategic Financial Services held its NBT Bancorp (NBTB) position steady in Q1 2026 at 4,700 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #152.

Strategic Financial Services first reported a position in NBTB in Q4 2018 and has held it in 25 quarters since. The position peaked at $613K in Q4 2019. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Strategic Financial Services held 4,700 shares of NBT Bancorp worth $200K as of Q1 2026.
  • Strategic Financial Services left its NBT Bancorp share count unchanged in Q1 2026.
  • NBT Bancorp made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #152 holding.
  • Strategic Financial Services first reported a position in NBT Bancorp in Q4 2018 and has held it in 25 quarters since.
  • Strategic Financial Services's NBT Bancorp position peaked at $613K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.