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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
SUBIshares Short-term National Mu
Recent Activity
New Position
0.06%
$876,598
8,255 shares@ $106.19 avg price
MUBIshares National Muni Bond Etf
Recent Activity
New Position
0.04%
$587,145
5,405 shares@ $108.63 avg price
FBNDFidelity Total Bond Etf
Recent Activity
New Position
0.04%
$496,005
10,612 shares@ $46.75 avg price
EXCExelon Corp
Recent Activity
New Position
0.02%
$222,538
5,488 shares@ $40.55 avg price
FWONKLiberty Media Corp Del
Recent Activity
New Position
0.02%
$221,760
2,864 shares@ $77.44 avg price
BUDAnheuser-busch Inbev Spons Adr
Recent Activity
New Position
0.02%
$215,111
3,245 shares@ $66.29 avg price
CPNGCoupang Inc
Recent Activity
New Position
0.02%
$197,260
8,035 shares@ $24.56 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.02%
$196,432
4,303 shares@ $45.66 avg price
KBESpdr S&p Bank Etf
Recent Activity
New Position
0.02%
$187,548
3,546 shares@ $52.9 avg price
SHMSpdr Nuveen Bloomberg Barclays
Recent Activity
New Position
0.02%
$186,013
3,864 shares@ $48.15 avg price