NBT BANK N A /NY

Bank

Position in MC — Moelis & Co

CIK 898413 Norwich, NY

Position in MC

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

Position Value

$4,056

+$579 QoQ

Shares Held

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#348

of 391 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NBT BANK N A /NY holds $14,475,262 across 6 Capital Markets names. MC ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,827	$9,938,732
2	MS	Morgan Stanley	12,985	$2,714,384
3	SCHW	Schwab Charles Corp	19,627	$1,810,982
4	CRCL	Circle Internet Group, Inc.	100	$6,263
5	MC	Moelis & Co This page	62	$4,056
6	LPLA	LPL Financial Holdings Inc.	3	$845

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,056	62	+1.6%	Shares	Defined	2026-07-29
2026-03-31	$3,477	61	-11.6%	Shares	Defined	2026-04-28
2025-12-31	$4,743	69	-2.8%	Shares	Defined	2026-01-23
2025-09-30	$5,063	71	+20.3%	Shares	Defined	2025-10-28
2025-06-30	$3,676	59	0.0%	Shares	Defined	2025-07-23
2025-03-31	$3,443	59	+1.7%	Shares	Defined	2025-04-17
2024-12-31	$4,285	58	0.0%	Shares	Defined	2025-02-07
2024-09-30	$3,973	58	+1.8%	Shares	Defined	2024-11-14
2024-06-30	$3,241	57	0.0%	Shares	Defined	2024-07-30
2024-03-31	$3,235	57	+1.8%	Shares	Defined	2024-04-24
2023-12-31	$3,143	56	—	Shares	Defined	2024-02-09
No filing history on record for this holder in this stock.