United Capital Financial Advisors’s NBT Bancorp NBTB Stock Holding History

United Capital Financial 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	$405K	Sell	9,515 -1,554	-14%	-$67.4K	﹤0.01%	1177
2025 Q4	$460K	Hold	11,069	–	–	﹤0.01%	1002
2025 Q3	$462K	Sell	11,069 -1,170	-10%	-$50.2K	﹤0.01%	883
2025 Q2	$509K	Buy	+12,239	New	+$509K	﹤0.01%	775
2024 Q4	–	Sell	-23,157	Closed	-$1.02M	–	1088
2024 Q3	$1.02M	Sell	23,157 -18	-0.1%	-$812	0.01%	536
2024 Q2	$895K	Buy	+23,175	New	+$838K	0.01%	554
2023 Q2	–	Sell	-24,839	Closed	-$837K	–	947
2023 Q1	$837K	Sell	24,839 -6	-0%	-$235	﹤0.01%	624
2022 Q4	$1.08M	Sell	24,845 -69	-0.3%	-$3.04K	0.01%	592
2022 Q3	$945K	Buy	24,914 +49	+0.2%	+$1.94K	0.01%	623
2022 Q2	$935K	Buy	24,865 +26	+0.1%	+$943	0.01%	644
2022 Q1	$897K	Hold	24,839	–	–	﹤0.01%	687
2021 Q4	$957K	Sell	24,839 -2,185	-8%	-$81.5K	﹤0.01%	690
2021 Q3	$976K	Sell	27,024 -3,000	-10%	-$105K	﹤0.01%	684
2021 Q2	$1.08M	Hold	30,024	–	–	0.01%	671
2021 Q1	$1.2M	Sell	30,024 -1,000	-3%	-$36.8K	0.01%	618
2020 Q4	$996K	Sell	31,024 -3,566	-10%	-$107K	0.01%	673
2020 Q3	$928K	Sell	34,590 -699	-2%	-$20.7K	0.01%	686
2020 Q2	$1.08M	Hold	35,289	–	–	0.01%	644
2020 Q1	$1.02M	Hold	35,289	–	–	0.01%	626
2019 Q4	$1.43M	Sell	35,289 -2,639	-7%	-$103K	0.01%	676
2019 Q3	$1.39M	Sell	37,928 -4,700	-11%	-$172K	0.01%	656
2019 Q2	$1.6M	Sell	42,628 -1,000	-2%	-$37.2K	0.01%	679
2019 Q1	$1.57M	Buy	43,628 +1,000	+2%	+$36.9K	0.01%	653
2018 Q4	$1.48M	Buy	+42,628	New	+$1.57M	0.01%	627
2018 Q1	–	Sell	-50,799	Closed	-$1.87M	–	1342
2017 Q4	$1.87M	Hold	50,799	–	–	0.01%	607
2017 Q3	$1.87M	Buy	50,799 +8,196	+19%	+$286K	0.02%	595
2017 Q2	$1.57M	Sell	42,603 -2	-0%	-$74	0.01%	637
2017 Q1	$1.58M	Hold	42,605	–	–	0.01%	620
2016 Q4	$1.78M	Sell	42,605 -5,998	-12%	-$223K	0.02%	589
2016 Q3	$1.6M	Sell	48,603 -4,000	-8%	-$124K	0.02%	646
2016 Q2	$1.52M	Buy	52,603 +4,984	+10%	+$140K	0.02%	621
2016 Q1	$1.28M	Hold	47,619	–	–	0.01%	640
2015 Q4	$1.33M	Hold	47,619	–	–	0.02%	628
2015 Q3	$1.28M	Hold	47,619	–	–	0.02%	629
2015 Q2	$1.25M	Buy	47,619 +7,730	+19%	+$194K	0.01%	687
2015 Q1	$963K	Hold	39,889	–	–	0.01%	728
2014 Q4	$1.05M	Hold	39,889	–	–	0.02%	638
2014 Q3	$1.01M	Hold	39,889	–	–	0.02%	601
2014 Q2	$958K	Buy	39,889 +7,467	+23%	+$174K	0.02%	572
2014 Q1	$793K	Hold	32,422	–	–	0.02%	531
2013 Q4	$840K	Buy	+32,422	New	+$796K	0.03%	355

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

United Capital Financial Advisors's NBTB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its NBT Bancorp (NBTB) stake by 14% in Q1 2026, selling an estimated $67.4K and leaving 9,515 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

United Capital Financial Advisors first reported a position in NBTB in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.87M in Q4 2017. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.

United Capital Financial Advisors held 9,515 shares of NBT Bancorp worth $405K as of Q1 2026.
United Capital Financial Advisors sold 1,554 NBT Bancorp shares in Q1 2026, an estimated $67.4K.
NBT Bancorp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1177 holding.
United Capital Financial Advisors first reported a position in NBT Bancorp in Q4 2013 and has held it in 41 quarters since.
United Capital Financial Advisors's NBT Bancorp position peaked at $1.87M in Q4 2017.
298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.