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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Union Savings Bank's NBTB Position: Q1 2026 in Review

Union Savings Bank reduced its NBT Bancorp (NBTB) stake by 15% in Q1 2026, selling an estimated $47.1K and leaving 6,282 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #113.

Union Savings Bank first reported a position in NBTB in Q4 2023 and has held it in 9 quarters since. The position peaked at $377K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

Union Savings Bank held 6,282 shares of NBT Bancorp worth $267K as of Q1 2026.
Union Savings Bank sold 1,086 NBT Bancorp shares in Q1 2026, an estimated $47.1K.
NBT Bancorp made up 0.12% of Union Savings Bank's portfolio in Q1 2026, its #113 holding.
Union Savings Bank first reported a position in NBT Bancorp in Q4 2023 and has held it in 9 quarters since.
Union Savings Bank's NBT Bancorp position peaked at $377K in Q2 2025.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on Union Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.