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True Wealth Design’s NBT Bancorp NBTB Stock Holding History

True Wealth Design’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
Q3 		$1.1K Hold
22
– – ﹤0.01% 1903
2026
Q2 		$1.09K Buy
22
+14
+175% +$640 ﹤0.01% 1950
2026
Q1 		$341 Hold
8
– – ﹤0.01% 2182
2025
Q4 		$333 Buy
8
+2
+33% +$83 ﹤0.01% 2089
2025
Q3 		$251 Buy
+6
New +$257 ﹤0.01% 2244

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

True Wealth Design's NBTB Position: Q3 2026 in Review

True Wealth Design held its NBT Bancorp (NBTB) position steady in Q3 2026 at 22 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

True Wealth Design first reported a position in NBTB in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

  • True Wealth Design held 22 shares of NBT Bancorp worth $1.1K as of Q3 2026.
  • True Wealth Design left its NBT Bancorp share count unchanged in Q3 2026.
  • NBT Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1903 holding.
  • True Wealth Design first reported a position in NBT Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.