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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
TELTe Connectivity Limited
Recent Activity
Exited
0%
$1.141M
7,588 shares@ $150.44 avg price
PFGPrincipal Financial Group
Recent Activity
Exited
0%
$627,600
8,000 shares@ $78.45 avg price
JKHYJack Henry & Assoc Inc
Recent Activity
Exited
0%
$332,040
2,000 shares@ $166.02 avg price
EBAYEbay Inc
Recent Activity
Exited
0%
$268,600
5,000 shares@ $53.72 avg price
AOAIshares Core Aggressive Etf
Recent Activity
Exited
0%
$51,075
683 shares@ $74.79 avg price
1667⤦Chevron Corp.
Recent Activity
Exited
0%
$50,839
325 shares@ $156.43 avg price
5341⤦Lincoln National Corp.
Recent Activity
Exited
0%
$29,856
960 shares@ $31.1 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$17,893
356 shares@ $50.27 avg price
2000⤦Allstate Corporation
Recent Activity
Exited
0%
$15,966
100 shares@ $159.66 avg price
EIPIFt Energy Income Partners Enhanc
Recent Activity
Exited
0%
$10,739
578 shares@ $18.58 avg price