Position in NBTB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,130,660
+$46,647 QoQ
Shares Held
50,039
-0.3% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. NBTB ranks #59 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp \De\
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in NBTB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,130,660 | 50,039 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,084,013 | 50,193 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,125,709 | 50,903 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,752,205 | 42,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,428,312 | 33,294 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,530,421 | 32,044 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,418,102 | 32,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,143,988 | 29,637 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $980,566 | 26,733 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $803,875 | 19,181 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $554,733 | 17,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $450,996 | 14,160 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $414,868 | 12,307 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $490,993 | 11,308 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $412,288 | 10,864 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,775 | 11,114 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $314,945 | 8,717 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $355,347 | 9,225 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $300,699 | 8,325 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $296,069 | 8,231 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $314,571 | 7,884 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $210,030 | 6,543 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $213,966 | 6,956 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $205,741 | 6,352 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||