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Yousif Capital Management’s NBT Bancorp NBTB Stock Holding History

Yousif Capital Management’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 		$687K Buy
13,907
+33
+0.2% +$1.51K 0.01% 1240
2026
Q1 		$591K Sell
13,874
-168
-1% -$7.29K 0.01% 1321
2025
Q4 		$605K Sell
14,042
-2,074
-13% -$86.2K 0.01% 1331
2025
Q3 		$673K Sell
16,116
-3,236
-17% -$139K 0.01% 1305
2025
Q2 		$804K Buy
19,352
+1,890
+11% +$78.7K 0.01% 1251
2025
Q1 		$749K Sell
17,462
-365
-2% -$16.9K 0.01% 1254
2024
Q4 		$851K Sell
17,827
-458
-3% -$21.8K 0.01% 1235
2024
Q3 		$809K Sell
18,285
-534
-3% -$24.1K 0.01% 1281
2024
Q2 		$726K Sell
18,819
-2,295
-11% -$83K 0.01% 1298
2024
Q1 		$774K Sell
21,114
-2,140
-9% -$77.4K 0.01% 1323
2023
Q4 		$975K Sell
23,254
-1,020
-4% -$36.9K 0.01% 1228
2023
Q3 		$769K Buy
24,274
+395
+2% +$13.5K 0.01% 1280
2023
Q2 		$761K Sell
23,879
-1,314
-5% -$44K 0.01% 1292
2023
Q1 		$849K Sell
25,193
-3,160
-11% -$124K 0.01% 1226
2022
Q4 		$1.23M Sell
28,353
-6,120
-18% -$270K 0.02% 1055
2022
Q3 		$1.31M Sell
34,473
-629
-2% -$24.8K 0.02% 1029
2022
Q2 		$1.32M Sell
35,102
-5,380
-13% -$195K 0.02% 1077
2022
Q1 		$1.46M Buy
40,482
+604
+2% +$23.5K 0.02% 1157
2021
Q4 		$1.54M Buy
+39,878
New +$1.49M 0.02% 1156

Other funds holding NBTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TF
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $186M AUM

Yousif Capital Management's NBTB Position: Q2 2026 in Review

Yousif Capital Management increased its NBT Bancorp (NBTB) stake by 0.24% in Q2 2026, buying an estimated $1.51K and bringing the position to 13,907 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #1240.

Yousif Capital Management first reported a position in NBTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2021. 48 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Yousif Capital Management held 13,907 shares of NBT Bancorp worth $687K as of Q2 2026.
  • Yousif Capital Management bought 33 NBT Bancorp shares in Q2 2026, an estimated $1.51K.
  • NBT Bancorp made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1240 holding.
  • Yousif Capital Management first reported a position in NBT Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's NBT Bancorp position peaked at $1.54M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.