test

Leona A. Hoag

@Nbt Bank N A Ny

Latest period2024 - Q3ReportedManaged Assets$1.484BTotal holdings845
Assets growth rate6.11%Assets growth rate (2-Q avg)4.27%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Nbt Bank N A Ny's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 845 positions.

Assets under management

The assets under management (AUM) of Nbt Bank N A Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.484B in assets, with a quarterly growth rate of 6.11% and a 2-quarter average growth rate of 4.27%. The portfolio is managed by Leona A. Hoag, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.87%
6.28%
$93.064M
216,278 shares@ $430.3 avg price
AAPLApple Inc
Recent Activity
Decreased -2.44%
4.95%
$73.408M
315,059 shares@ $233.0 avg price
GUNRFlexshares Mstar Glbl Upstrm N
Recent Activity
Decreased -0.65%
3.18%
$47.147M
1.143M shares@ $41.25 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -2.36%
2.04%
$30.241M
182,340 shares@ $165.86 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -2.25%
2.04%
$30.159M
143,028 shares@ $210.87 avg price
LOWLowes Companies Inc
Recent Activity
Decreased -2.28%
1.85%
$27.325M
100,885 shares@ $270.86 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Decreased -2.33%
1.82%
$26.885M
160,802 shares@ $167.2 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -1.42%
1.62%
$24.012M
138,635 shares@ $173.2 avg price
TTTrane Technologies Plc Adr
Recent Activity
Decreased -1.24%
1.6%
$23.693M
60,949 shares@ $388.74 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -3.28%
1.44%
$21.235M
181,149 shares@ $117.23 avg price