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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
MYNBlackrock Muniyield Ny Quality
Recent Activity
New Position
0.01%
$126,697
11,753 shares@ $10.78 avg price
SNPSSynopsys Inc
Recent Activity
New Position
0.01%
$124,572
246 shares@ $506.4 avg price
NRKNuveen New York Amt-free Quali
Recent Activity
New Position
0.01%
$123,267
11,006 shares@ $11.2 avg price
CCJCameco Corp Adr
Recent Activity
New Position
0.01%
$121,024
2,534 shares@ $47.77 avg price
DTMDt Midstream Inc
Recent Activity
New Position
0.01%
$118,147
1,502 shares@ $78.66 avg price
BBWIBath & Body Works Inc
Recent Activity
New Position
0.01%
$110,826
3,472 shares@ $31.92 avg price
VTNInvesco Trust For Invst Gr Ny
Recent Activity
New Position
0.01%
$107,229
9,300 shares@ $11.53 avg price
NANNuveen New York Quality Munici
Recent Activity
New Position
0.01%
$106,110
9,000 shares@ $11.79 avg price
BKRBaker Hughes Company
Recent Activity
New Position
0.01%
$105,883
2,929 shares@ $36.15 avg price
CHDChurch & Dwight Inc
Recent Activity
New Position
0.01%
$102,626
980 shares@ $104.73 avg price