Y-Intercept (HK)’s NBT Bancorp NBTB Stock Holding History

Y-Intercept (HK)’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	–	Sell	-10,830	Closed	-$461K	–	2017
2026 Q1	$461K	Sell	10,830 -59,786	-85%	-$2.59M	0.01%	1279
2025 Q4	$2.93M	Buy	70,616 +55,701	+373%	+$2.32M	0.07%	436
2025 Q3	$623K	Sell	14,915 -1,985	-12%	-$85.1K	0.01%	1178
2025 Q2	$702K	Buy	+16,900	New	+$704K	0.02%	1082
2024 Q4	–	Sell	-28,887	Closed	-$1.28M	–	1499
2024 Q3	$1.28M	Buy	+28,887	New	+$1.3M	0.08%	344
2023 Q3	–	Sell	-10,572	Closed	-$337K	–	1411
2023 Q2	$337K	Buy	10,572 +3,362	+47%	+$112K	0.04%	727
2023 Q1	$243K	Buy	+7,210	New	+$283K	0.03%	866

Other funds holding NBTB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Y-Intercept (HK)'s NBTB Position: Q2 2026 in Review

Y-Intercept (HK) sold out of NBT Bancorp (NBTB) in Q2 2026, closing a stake of 10,830 shares — an estimated $461K sold.

Y-Intercept (HK) first reported a position in NBTB in Q1 2023 and held it in 7 quarters. The position peaked at $2.93M in Q4 2025. 28 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

Y-Intercept (HK) reported no remaining NBT Bancorp position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 10,830 NBT Bancorp shares in Q2 2026, an estimated $461K.
Y-Intercept (HK) first reported a position in NBT Bancorp in Q1 2023 and held it in 7 quarters.
Y-Intercept (HK)'s NBT Bancorp position peaked at $2.93M in Q4 2025.
28 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.