NBT BANK N A /NY

Q3 2025 13F-HR Holdings

Location
Norwich, NY
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
829
Total value ($000)
$1,535,424
Net value change ($000)
+78,928 (5.4%)
New positions
56
Sold out positions
47
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 12,747 21.7%
GOOGL 10,112 36.2%
GOOGL 9,288 33.7%
CAT 3,571 21.8%
JNJ 3,366 19.5%
ORCL 3,001 26.8%
GUNR 2,949 7.7%
MSFT 2,760 2.7%
JPM 2,542 6.6%
LOW 2,467 11.6%
Top Reduces (Value $000, Stocks/ETFs)
DE -2,138 -13.1%
PG -1,398 -6.7%
SPGI -1,274 -12.4%
TT -1,269 -4.8%
COST -957 -6.4%
TXN -842 -40.9%
BIV -840 -41.1%
GWW -820 -9.9%
LLY -817 -9.8%
CARR -800 -19.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type