NBT BANK N A /NY

Q1 2026 13F-HR Holdings

Location
Norwich, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
1,283
Total value ($000)
$1,526,443
Net value change ($000)
-22,358 (-1.4%)
New positions
261
Sold out positions
25
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 63,408 2303.2%
AMZN 19,954 6904.5%
PG 16,326 2839.3%
RTX 15,354 3562.4%
BRK-B 14,204 795.3%
EDV 12,444 NEW
CSCO 11,805 16626.8%
ABT 9,944 11562.8%
NBTB 9,691 1382.5%
SCHD 8,388 83880.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -45,891 -98.6%
EFG -31,667 -98.9%
MSFT -23,320 -23.7%
XOM -17,989 -93.3%
VTV -17,968 -97.9%
DE -14,269 -100.0%
MRK -9,451 -98.8%
NFRA -7,120 -100.0%
IXUS -6,660 -98.4%
V -5,864 -99.1%
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