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
FLRNSpdr Bbgbarc Inv Gr Floating R
Recent Activity
New Position
0.02%
$184,020
5,965 shares@ $30.85 avg price
HYSPimco 0-5 Year High Yield Corp
Recent Activity
New Position
0.02%
$180,018
1,885 shares@ $95.51 avg price
ESEversource Energy
Recent Activity
New Position
0.02%
$176,930
2,600 shares@ $68.05 avg price
REGNRegeneron Pharmaceuticals Inc
Recent Activity
New Position
0.02%
$170,301
162 shares@ $1051.25 avg price
BALLBall Corp
Recent Activity
New Position
0.02%
$164,070
2,416 shares@ $67.91 avg price
VGLTVanguard Long-term Treasury Et
Recent Activity
New Position
0.02%
$159,266
2,588 shares@ $61.55 avg price
EQIXEquinix Inc
Recent Activity
New Position
0.02%
$155,335
175 shares@ $887.63 avg price
CHHChoice Hotels International In
Recent Activity
New Position
0.02%
$154,275
1,184 shares@ $130.3 avg price
CEFSprott Physical Gold & Silver
Recent Activity
New Position
0.01%
$146,940
6,000 shares@ $24.49 avg price
CLHClean Harbors Inc
Recent Activity
New Position
0.01%
$146,718
607 shares@ $241.72 avg price