NBT BANK N A /NY

Q1 2026 13F-HR Detailed Holdings

Location
Norwich, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
1,673
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/23/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 NBT Capital Management, Inc 028-23669