Leona A. Hoag

@Nbt Bank N A Ny

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$1.484B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TTETotalenergies Se Adr Recent Activity New Position	0.01%	$145,395 2,250 shares@ $64.62 avg price	New Position
WSCWillscot Holdings Corporation Recent Activity New Position	0.01%	$143,745 3,823 shares@ $37.61 avg price	New Position
SCHPSchwab Us Tips Etf Recent Activity New Position	0.01%	$136,917 2,553 shares@ $53.63 avg price	New Position
CTSHCognizant Technology Solutions Recent Activity New Position	0.01%	$136,763 1,772 shares@ $77.19 avg price	New Position
CORCencora Inc. Recent Activity New Position	0.01%	$136,399 606 shares@ $225.09 avg price	New Position
ZBRAZebra Technologies Corp Recent Activity New Position	0.01%	$136,278 368 shares@ $370.33 avg price	New Position
AMPAmeriprise Financial Inc. Recent Activity New Position	0.01%	$136,245 290 shares@ $469.82 avg price	New Position
SUSuncor Energy Inc Recent Activity New Position	0.01%	$133,298 3,610 shares@ $36.93 avg price	New Position
INVHInvitation Homes Inc Recent Activity New Position	0.01%	$130,180 3,692 shares@ $35.27 avg price	New Position
BIIBBiogen Inc Recent Activity New Position	0.01%	$128,904 665 shares@ $193.85 avg price	New Position