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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in NBTB — Nbt Bancorp Inc

CIK 1632972 PLYMOUTH, MN

Position in NBTB

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$4,740,951
+$333,623 QoQ
Shares Held
96,029
-7.2% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 49 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NBTB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. NBTB ranks #18 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NBTB

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,740,951 96,029
2026-03-31 $4,407,328 103,507
2025-12-31 $4,483,578 107,986
2025-09-30 $3,969,747 95,061
2025-06-30 $3,918,871 94,317
2025-03-31 $3,840,751 89,528
2024-12-31 $5,190,126 108,671
2024-09-30 $6,397,515 144,642
2024-06-30 $5,381,110 139,407
2024-03-31 $5,113,742 139,415
2023-12-31 $5,847,911 139,535
2023-09-30 $4,421,135 139,512