Position in NBTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$384,369
+$9,568 QoQ
Shares Held
9,027
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $9,858,542 across 9 Banks - Regional names. NBTB ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
10,502 | $2,170,973 | |
| 2 | USB |
US Bancorp \De\
|
38,064 | $1,979,708 | |
| 3 | WASH |
Washington Trust Bancorp Inc
|
49,598 | $1,659,549 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,233 | $1,088,934 | |
| 5 | EWBC |
East West Bancorp Inc
|
8,698 | $928,598 | |
| 6 | KEY |
Keycorp /New/
|
44,180 | $885,809 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
3,371 | $462,096 | |
| 8 | NBTB |
Nbt Bancorp Inc
This page
|
9,027 | $384,369 |
All Filings in NBTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,369 | 9,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,801 | 9,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,229 | 8,267 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $375,071 | 9,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $428,914 | 9,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $590,504 | 12,364 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $546,859 | 12,364 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,089,021 | 28,213 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $691,931 | 18,864 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,806,628 | 66,968 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||