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Wealthspire Advisors (New York)’s NBT Bancorp NBTB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-14
Closed -$585 – 2210
2025
Q3 		$585 Buy
+14
New +$601 ﹤0.01% 2811
2023
Q1 		– Sell
-4,725
Closed -$205K – 576
2022
Q4 		$205K Sell
4,725
-2,957
-38% -$130K ﹤0.01% 538
2022
Q3 		$292K Sell
7,682
-2,550
-25% -$101K 0.01% 419
2022
Q2 		$385K Hold
10,232
– – 0.01% 356
2022
Q1 		$370K Sell
10,232
-81
-0.8% -$3.15K 0.01% 320
2021
Q4 		$397K Buy
+10,313
New +$385K 0.01% 361

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s NBTB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NBT Bancorp (NBTB) in Q4 2025, closing a stake of 14 shares — an estimated $585 sold.

Wealthspire Advisors (New York) first reported a position in NBTB in Q4 2021 and held it in 6 quarters. The position peaked at $397K in Q4 2021. 277 funds tracked by Wall St. Rank hold NBTB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining NBT Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14 NBT Bancorp shares in Q4 2025, an estimated $585.
  • Wealthspire Advisors (New York) first reported a position in NBT Bancorp in Q4 2021 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s NBT Bancorp position peaked at $397K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.