Ascent Wealth Partners, LLC

Position in NBTB — Nbt Bancorp Inc

CIK 1546865 NEW HARTFORD, NY

Position in NBTB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$251,441

+$23,511 QoQ

Shares Held

5,093

-4.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#181

of 283 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $1,813,948 across 4 Banks - Regional names. NBTB ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	3,353	$798,047
2	PNC	Pnc Financial Services Group, Inc.	2,058	$506,720
3	CBU	Community Financial System, Inc.	3,840	$257,740
4	NBTB	Nbt Bancorp Inc This page	5,093	$251,441

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,441	5,093	-4.9%	Shares	Sole	2026-07-31
2026-03-31	$227,930	5,353	+6.1%	Shares	Sole	2026-05-06
2025-12-31	$209,426	5,044	+0.5%	Shares	Sole	2026-02-02
2025-09-30	$209,593	5,019	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$207,542	4,995	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$213,255	4,971	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$236,364	4,949	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$218,053	4,930	+1.5%	Shares	Sole	2024-10-31
2023-12-31	$203,598	4,858	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.