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Leona A. Hoag

Nbt Bank N A Ny

Assets Managed
$1.526B
Holdings
1073
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-1.44%(2Q avg: -0.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nbt Bank N A Ny's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1073 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.526B in assets, with a quarterly growth rate of -1.44% and a 2-quarter average growth rate of -0.28%. The portfolio is managed by Leona A. Hoag, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.57%
4.92%
$75.004M
202,622 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.44%
4.51%
$68.731M
270,817 shares@ $253.8 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 1.38%
3.35%
$51.117M
926,707 shares@ $55.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.8%
2.76%
$42.093M
146,381 shares@ $287.56 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.33%
2.72%
$41.515M
144,723 shares@ $286.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.99%
2.41%
$36.772M
125,008 shares@ $294.16 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 3.61%
2.13%
$32.45M
291,374 shares@ $111.37 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 4.69%
1.87%
$28.491M
167,933 shares@ $169.66 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 29.48%
1.87%
$28.393M
40,077 shares@ $708.46 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.6%
1.74%
$26.41M
108,041 shares@ $244.44 avg price

1-10 of 1073