TD Private Client Wealth’s NBT Bancorp NBTB Stock Holding History

TD Private Client Wealth’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	$36.9K	Hold	867	–	–	﹤0.01%	923
2025 Q4	$36K	Hold	867	–	–	﹤0.01%	939
2025 Q3	$36.2K	Hold	867	–	–	﹤0.01%	907
2025 Q2	$36K	Hold	867	–	–	﹤0.01%	894
2025 Q1	$37.2K	Buy	867 +294	+51%	+$13.6K	﹤0.01%	852
2024 Q4	$27.4K	Buy	573 +89	+18%	+$4.24K	﹤0.01%	931
2024 Q3	$21.4K	Hold	484	–	–	﹤0.01%	960
2024 Q2	$18.7K	Hold	484	–	–	﹤0.01%	961
2024 Q1	$17.8K	Sell	484 -296	-38%	-$10.7K	﹤0.01%	962
2023 Q4	$32.7K	Buy	780 +207	+36%	+$7.48K	﹤0.01%	888
2023 Q3	$18.2K	Buy	573 +226	+65%	+$7.74K	﹤0.01%	950
2023 Q2	$11.1K	Buy	+347	New	+$11.6K	﹤0.01%	1030

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

TD Private Client Wealth's NBTB Position: Q1 2026 in Review

TD Private Client Wealth held its NBT Bancorp (NBTB) position steady in Q1 2026 at 867 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

TD Private Client Wealth first reported a position in NBTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $37.2K in Q1 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

TD Private Client Wealth held 867 shares of NBT Bancorp worth $36.9K as of Q1 2026.
TD Private Client Wealth left its NBT Bancorp share count unchanged in Q1 2026.
NBT Bancorp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #923 holding.
TD Private Client Wealth first reported a position in NBT Bancorp in Q2 2023 and has held it in 12 quarters since.
TD Private Client Wealth's NBT Bancorp position peaked at $37.2K in Q1 2025.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.