Position in NBTB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$127,356
+$3,170 QoQ
Shares Held
2,991
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Plante Moran Financial Advisors, LLC holds $2,091,105 across 17 Banks - Regional names. NBTB ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHB |
Bar Harbor Bankshares
|
19,692 | $639,005 | |
| 2 | FITB |
Fifth Third Bancorp
|
5,914 | $274,764 | |
| 3 | WSBC |
Wesbanco Inc
|
7,200 | $248,328 | |
| 4 | AROW |
Arrow Financial Corp
|
4,905 | $164,660 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
8,721 | $136,483 | |
| 6 | NBTB |
Nbt Bancorp Inc
This page
|
2,991 | $127,356 | |
| 7 | STEL |
Stellar Bancorp, Inc.
|
2,970 | $108,731 | |
| 8 | WTFC |
Wintrust Financial Corp
|
685 | $95,173 |
All Filings in NBTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,356 | 2,991 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $124,186 | 2,991 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $124,904 | 2,991 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $124,276 | 2,991 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $128,313 | 2,991 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $142,850 | 2,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $132,291 | 2,991 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $115,452 | 2,991 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $109,709 | 2,991 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $125,352 | 2,991 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $94,784 | 2,991 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||