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Summit Financial’s NBT Bancorp NBTB Stock Holding History

Summit 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 		$443K Hold
8,964
– – ﹤0.01% 1151
2026
Q1 		$382K Buy
8,964
+40
+0.4% +$1.74K ﹤0.01% 1081
2025
Q4 		$371K Hold
8,924
– – 0.01% 994
2025
Q3 		$373K Hold
8,924
– – 0.01% 987
2025
Q2 		$371K Buy
+8,924
New +$371K 0.01% 637

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

Summit Financial's NBTB Position: Q2 2026 in Review

Summit Financial held its NBT Bancorp (NBTB) position steady in Q2 2026 at 8,964 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Summit Financial first reported a position in NBTB in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Summit Financial held 8,964 shares of NBT Bancorp worth $443K as of Q2 2026.
  • Summit Financial left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1151 holding.
  • Summit Financial first reported a position in NBT Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

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