Union Savings Bank’s NBT Bancorp NBTB Stock Holding History

Union Savings Bank’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	$185K	Sell	3,738 -2,544	-40%	-$116K	0.07%	130
2026 Q1	$267K	Sell	6,282 -1,086	-15%	-$47.1K	0.12%	113
2025 Q4	$306K	Buy	+7,368	New	+$306K	0.13%	104
2025 Q2	$377K	Buy	9,105 +3,722	+69%	+$155K	0.17%	95
2025 Q1	$231K	Sell	5,383 -443	-8%	-$20.5K	0.11%	116
2024 Q4	$278K	Hold	5,826	–	–	0.14%	106
2024 Q3	$258K	Sell	5,826 -1,200	-17%	-$54.2K	0.13%	112
2024 Q2	$271K	Buy	7,026 +2,183	+45%	+$78.9K	0.14%	107
2024 Q1	$178K	Buy	4,843 +4,727	+4,075%	+$171K	0.09%	130
2023 Q4	$4.86K	Buy	+116	New	+$4.19K	﹤0.01%	291

Other funds holding NBTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Union Savings Bank's NBTB Position: Q2 2026 in Review

Union Savings Bank reduced its NBT Bancorp (NBTB) stake by 40% in Q2 2026, selling an estimated $116K and leaving 3,738 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #130.

Union Savings Bank first reported a position in NBTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $377K in Q2 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Union Savings Bank held 3,738 shares of NBT Bancorp worth $185K as of Q2 2026.
Union Savings Bank sold 2,544 NBT Bancorp shares in Q2 2026, an estimated $116K.
NBT Bancorp made up 0.07% of Union Savings Bank's portfolio in Q2 2026, its #130 holding.
Union Savings Bank first reported a position in NBT Bancorp in Q4 2023 and has held it in 10 quarters since.
Union Savings Bank's NBT Bancorp position peaked at $377K in Q2 2025.
285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.