Wealth Enhancement Advisory Services’s NBT Bancorp NBTB Stock Holding History

Wealth Enhancement Advisory Services’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	$4.83M	Sell	96,029 -7,478	-7%	-$342K	0.01%	1025
2026 Q1	$4.47M	Sell	103,507 -4,479	-4%	-$194K	0.01%	946
2025 Q4	$4.63M	Buy	107,986 +12,925	+14%	+$537K	0.01%	1059
2025 Q3	$3.92M	Buy	95,061 +744	+0.8%	+$31.9K	0.01%	1077
2025 Q2	$4.14M	Buy	94,317 +4,789	+5%	+$199K	0.01%	985
2025 Q1	$3.84M	Sell	89,528 -19,143	-18%	-$885K	0.01%	922
2024 Q4	$5.19M	Sell	108,671 -35,971	-25%	-$1.71M	0.01%	785
2024 Q3	$6.4M	Buy	144,642 +5,235	+4%	+$236K	0.01%	653
2024 Q2	$5.38M	Sell	139,407 -8	-0%	-$289	0.01%	664
2024 Q1	$5.11M	Sell	139,415 -120	-0.1%	-$4.34K	0.01%	652
2023 Q4	$5.85M	Buy	139,535 +23	+0%	+$831	0.02%	571
2023 Q3	$4.42M	Buy	+139,512	New	+$4.78M	0.01%	615

Other funds holding NBTB

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $103M AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's NBTB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its NBT Bancorp (NBTB) stake by 7.2% in Q2 2026, selling an estimated $342K and leaving 96,029 shares worth $4.83M. The position accounts for 0.01% of the portfolio, ranked #1025.

Wealth Enhancement Advisory Services first reported a position in NBTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.4M in Q3 2024. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Wealth Enhancement Advisory Services held 96,029 shares of NBT Bancorp worth $4.83M as of Q2 2026.
Wealth Enhancement Advisory Services sold 7,478 NBT Bancorp shares in Q2 2026, an estimated $342K.
NBT Bancorp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1025 holding.
Wealth Enhancement Advisory Services first reported a position in NBT Bancorp in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's NBT Bancorp position peaked at $6.4M in Q3 2024.
28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.