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Twin Peaks Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

Twin Peaks Wealth Advisors’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 		$2.68K Buy
+63
New +$2.73K ﹤0.01% 1613
2025
Q3 		– Sell
-74
Closed -$3.17K – 1403
2025
Q2 		$3.17K Buy
+74
New +$3.08K ﹤0.01% 1489

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's NBTB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NBT Bancorp (NBTB) in Q1 2026: 63 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NBTB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NBTB in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.17K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 63 shares of NBT Bancorp worth $2.68K as of Q1 2026.
  • NBT Bancorp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NBT Bancorp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1613 holding.
  • Twin Peaks Wealth Advisors first reported a position in NBT Bancorp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's NBT Bancorp position peaked at $3.17K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.