Wealth Enhancement Advisory Services
NBTB icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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. 286 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.
  • 286 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.