UBS Group
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UBS Group’s NBT Bancorp NBTB Stock Holding History

UBS Group’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 		$7.93M Buy
186,219
+13,991
+8% +$607K ﹤0.01% 3604
2025
Q4 		$7.15M Buy
172,228
+53,564
+45% +$2.23M ﹤0.01% 3662
2025
Q3 		$4.96M Sell
118,664
-198,358
-63% -$8.51M ﹤0.01% 4045
2025
Q2 		$13.2M Buy
317,022
+72,199
+29% +$3.01M ﹤0.01% 2817
2025
Q1 		$10.5M Sell
244,823
-101,728
-29% -$4.7M ﹤0.01% 2983
2024
Q4 		$16.6M Buy
346,551
+305,402
+742% +$14.5M ﹤0.01% 2534
2024
Q3 		$1.82M Buy
41,149
+5,871
+17% +$265K ﹤0.01% 4090
2024
Q2 		$1.36M Sell
35,278
-20,051
-36% -$725K ﹤0.01% 4130
2024
Q1 		$2.03M Buy
55,329
+28,792
+108% +$1.04M ﹤0.01% 3950
2023
Q4 		$1.11M Buy
26,537
+19,047
+254% +$688K ﹤0.01% 4410
2023
Q3 		$237K Sell
7,490
-21,820
-74% -$747K ﹤0.01% 5242
2023
Q2 		$934K Sell
29,310
-598
-2% -$20K ﹤0.01% 4318
2023
Q1 		$1.01M Buy
29,908
+1,170
+4% +$45.9K ﹤0.01% 4088
2022
Q4 		$1.25M Buy
28,738
+12,157
+73% +$536K ﹤0.01% 3860
2022
Q3 		$630K Buy
16,581
+13,739
+483% +$543K ﹤0.01% 4142
2022
Q2 		$107K Sell
2,842
-19,071
-87% -$691K ﹤0.01% 5376
2022
Q1 		$791K Sell
21,913
-6,576
-23% -$256K ﹤0.01% 4330
2021
Q4 		$1.1M Buy
28,489
+11,810
+71% +$441K ﹤0.01% 4309
2021
Q3 		$602K Sell
16,679
-22,623
-58% -$794K ﹤0.01% 4594
2021
Q2 		$1.41M Sell
39,302
-593
-1% -$22.9K ﹤0.01% 3882
2021
Q1 		$1.59M Sell
39,895
-4,193
-10% -$154K ﹤0.01% 3793
2020
Q4 		$1.42M Buy
44,088
+12,398
+39% +$371K ﹤0.01% 3726
2020
Q3 		$849K Sell
31,690
-9,849
-24% -$292K ﹤0.01% 3761
2020
Q2 		$1.28M Buy
41,539
+12,996
+46% +$405K ﹤0.01% 3294
2020
Q1 		$924K Sell
28,543
-29,993
-51% -$1.1M ﹤0.01% 3417
2019
Q4 		$2.37M Buy
58,536
+22,566
+63% +$885K ﹤0.01% 3382
2019
Q3 		$1.32M Buy
35,970
+13,484
+60% +$494K ﹤0.01% 3715
2019
Q2 		$844K Buy
22,486
+15,109
+205% +$562K ﹤0.01% 3883
2019
Q1 		$266K Sell
7,377
-26,198
-78% -$966K ﹤0.01% 4437
2018
Q4 		$1.16M Buy
33,575
+4,398
+15% +$162K ﹤0.01% 3530
2018
Q3 		$1.12M Buy
29,177
+9,143
+46% +$364K ﹤0.01% 3734
2018
Q2 		$764K Buy
20,034
+9,992
+100% +$377K ﹤0.01% 3990
2018
Q1 		$356K Buy
10,042
+297
+3% +$10.9K ﹤0.01% 4418
2017
Q4 		$358K Sell
9,745
-2,199
-18% -$83K ﹤0.01% 4522
2017
Q3 		$438K Buy
11,944
+6,091
+104% +$213K ﹤0.01% 4317
2017
Q2 		$216K Sell
5,853
-2,352
-29% -$87.3K ﹤0.01% 4698
2017
Q1 		$304K Sell
8,205
-5,659
-41% -$228K ﹤0.01% 4378
2016
Q4 		$581K Buy
13,864
+6,590
+91% +$245K ﹤0.01% 3998
2016
Q3 		$239K Sell
7,274
-374
-5% -$11.6K ﹤0.01% 4432
2016
Q2 		$219K Sell
7,648
-276
-3% -$7.76K ﹤0.01% 4489
2016
Q1 		$214K Sell
7,924
-450
-5% -$11.7K ﹤0.01% 4447
2015
Q4 		$234K Sell
8,374
-7,825
-48% -$223K ﹤0.01% 4549
2015
Q3 		$437K Buy
16,199
+5,690
+54% +$151K ﹤0.01% 4015
2015
Q2 		$275K Sell
10,509
-1,975
-16% -$49.6K ﹤0.01% 4596
2015
Q1 		$313K Sell
12,484
-5,630
-31% -$137K ﹤0.01% 4519
2014
Q4 		$476K Buy
+18,114
New +$447K ﹤0.01% 4249

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

UBS Group's NBTB Position: Q1 2026 in Review

UBS Group increased its NBT Bancorp (NBTB) stake by 8.1% in Q1 2026, buying an estimated $607K and bringing the position to 186,219 shares worth $7.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

UBS Group first reported a position in NBTB in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.6M in Q4 2024. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

  • UBS Group held 186,219 shares of NBT Bancorp worth $7.93M as of Q1 2026.
  • UBS Group bought 13,991 NBT Bancorp shares in Q1 2026, an estimated $607K.
  • NBT Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3604 holding.
  • UBS Group first reported a position in NBT Bancorp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's NBT Bancorp position peaked at $16.6M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.