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
EFGIshares Msci Eafe Growth
Recent Activity
Increased 5%
1.91%
$28.223M
262,175 shares@ $107.66 avg price
BRK.BBerkshire Hathaway Inc.
Recent Activity
Increased 2.8%
1.27%
$18.796M
40,838 shares@ $460.26 avg price
IUSGIshares Core S&p Us
Recent Activity
Increased 9.93%
1.07%
$15.807M
119,828 shares@ $131.91 avg price
VTIVanguard Total Stock Market
Recent Activity
Increased 6.94%
0.99%
$14.56M
51,418 shares@ $283.17 avg price
VTVVanguard Value Etf
Recent Activity
Increased 14.32%
0.99%
$14.545M
83,321 shares@ $174.58 avg price
NVDANvidia Corp
Recent Activity
Increased 0.4%
0.61%
$8.992M
74,048 shares@ $121.44 avg price
AGGIshares Core Total U.s. Aggreg
Recent Activity
Increased 21.75%
0.49%
$7.194M
71,042 shares@ $101.27 avg price
SHYIshares 1-3 Year Treasury Etf
Recent Activity
Increased 27.12%
0.48%
$7.078M
85,129 shares@ $83.15 avg price
IJTIshares S&p Smallcap 600 Growt
Recent Activity
Increased 12.98%
0.37%
$5.485M
39,319 shares@ $139.49 avg price
ANGLVaneck Faln Angl Hy Bnd
Recent Activity
Increased 29.05%
0.36%
$5.313M
180,661 shares@ $29.42 avg price