NBT BANK N A /NY

Bank

Position in BAC — Bank Of America Corp /De/

CIK 898413 Norwich, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,478,399

+$431,574 QoQ

Shares Held

61,046

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,152

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. BAC ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	122,789	$40,192,522
2	BMO	Bank Of Montreal /Can/	46,083	$8,142,865
3	BAC	Bank Of America Corp /De/ This page	61,046	$3,478,399
4	WFC	Wells Fargo & Company/Mn	31,569	$2,608,861
5	BNY	Bank of New York Mellon Corp	10,402	$1,504,233
6	C	Citigroup Inc	4,738	$663,130
7	RY	Royal Bank Of Canada	600	$124,182
8	BNS	Bank Of Nova Scotia	1,000	$86,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,478,399	61,046	-2.3%	Shares	Defined	2026-07-29
2026-03-31	$3,046,825	62,499	+4.5%	Shares	Defined	2026-04-28
2025-12-31	$3,288,835	59,797	-3.4%	Shares	Sole	2026-01-23
2025-09-30	$3,194,813	61,927	-4.9%	Shares	Sole	2025-10-28
2025-06-30	$3,082,755	65,147	-2.9%	Shares	Sole	2025-07-23
2025-03-31	$2,800,374	67,107	-1.1%	Shares	Sole	2025-04-17
2024-12-31	$2,982,402	67,859	-6.2%	Shares	Sole	2025-02-07
2024-09-30	$2,870,846	72,350	-7.5%	Shares	Sole	2024-11-14
2024-06-30	$3,112,001	78,250	+56.2%	Shares	Sole	2024-07-30
2024-03-31	$1,900,246	50,112	-3.7%	Shares	Sole	2024-04-24
2023-12-31	$1,751,276	52,013	+7.1%	Shares	Sole	2024-02-09
2023-09-30	$1,329,626	48,562	+78.8%	Shares	Sole	2023-10-26
2023-06-30	$779,191	27,159	-6.3%	Shares	Sole	2023-07-24
2023-03-31	$829,142	28,991	-2.4%	Shares	Sole	2023-05-02
2022-12-31	$983,696	29,701	+7.2%	Shares	Sole	2023-02-10
2022-09-30	$836,932	27,713	-1.2%	Shares	Sole	2022-11-15
2022-06-30	$872,760	28,036	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,155,643	28,036	-1.9%	Shares	Sole	2022-04-29
2021-12-31	$1,271,790	28,586	+0.6%	Shares	Sole	2022-01-27
2021-09-30	$1,206,046	28,411	+1.8%	Shares	Sole	2021-10-18
2021-06-30	$1,150,852	27,913	-6.1%	Shares	Sole	2021-07-28
2021-03-31	$1,150,562	29,738	-2.5%	Shares	Sole	2021-04-08
2020-12-31	$924,090	30,488	-10.6%	Shares	Sole	2021-01-15
2020-09-30	$821,179	34,088	-1.4%	Shares	Sole	2020-10-29
2020-06-30	$821,464	34,588	-1.0%	Shares	Sole	2020-07-22
2020-03-31	$741,733	34,938	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.