DOSSIER · 13F-HR · Q1 2026
NBT BANK N A /NY
NBT BANK N A /NY's asset manager based in Boston, MA — $1.5B in tracked AUM across 1,673 positions as of Q1 2026.
NB
NBT BANK N A /NY·Boston, MA·Asset Manager
CIK 0000898413 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
NBT Bank N.A. has reported a significant expansion in its investment portfolio, with the total value surging by 166.0% from approximately $582.17 million to $1.55 billion for the period ending December 31, 2025. This dramatic increase in AUM (Assets Under Management) is accompanied by a high number of holdings (1,374), suggesting a highly diversified approach, likely driven by the bank's fiduciary duties and trust management operations.
The portfolio is c...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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