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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
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 $59.8B AUM 29.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $103M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

True Wealth Design's NBTB Position: Q2 2026 in Review

True Wealth Design increased its NBT Bancorp (NBTB) stake by 175% in Q2 2026, buying an estimated $640 and bringing the position to 22 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

True Wealth Design first reported a position in NBTB in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • True Wealth Design held 22 shares of NBT Bancorp worth $1.09K as of Q2 2026.
  • True Wealth Design bought 14 NBT Bancorp shares in Q2 2026, an estimated $640.
  • NBT Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1950 holding.
  • True Wealth Design first reported a position in NBT Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.