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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
Q2 		$42.8K Hold
867
– – ﹤0.01% 924
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
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

TD Private Client Wealth's NBTB Position: Q2 2026 in Review

TD Private Client Wealth held its NBT Bancorp (NBTB) position steady in Q2 2026 at 867 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

TD Private Client Wealth first reported a position in NBTB in Q2 2023 and has held it in 13 quarters since. 286 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • TD Private Client Wealth held 867 shares of NBT Bancorp worth $42.8K as of Q2 2026.
  • TD Private Client Wealth left its NBT Bancorp share count unchanged in Q2 2026.
  • NBT Bancorp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #924 holding.
  • TD Private Client Wealth first reported a position in NBT Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 286 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.