Strategic Financial Services, Inc.

Position in NBTB — Nbt Bancorp Inc

CIK 1432539 UTICA, NY

Position in NBTB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$200,126

+$4,982 QoQ

Shares Held

4,700

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Strategic Financial Services, Inc. holds $4,453,236 across 5 Banks - Regional names. NBTB ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	13,609	$2,813,252
2	NWFL	Norwood Financial Corp	17,972	$528,736
3	CBU	Community Financial System, Inc.	8,686	$509,433
4	TMP	Tompkins Financial Corp	5,095	$401,689
5	NBTB	Nbt Bancorp Inc This page	4,700	$200,126

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$200,126	4,700	0.0%	Shares	Sole	2026-05-08
2025-12-31	$195,144	4,700	-1.6%	Shares	Sole	2026-02-09
2025-03-31	$204,933	4,777	0.0%	Shares	Sole	2025-05-23
2024-12-31	$228,149	4,777	0.0%	Shares	Sole	2025-02-11
2024-09-30	$211,286	4,777	-6.3%	Shares	Sole	2024-11-14
2023-12-31	$213,615	5,097	-29.9%	Shares	Sole	2024-02-08
2023-09-30	$230,513	7,274	0.0%	Shares	Sole	2023-11-06
2023-06-30	$231,676	7,274	0.0%	Shares	Sole	2023-08-10
2023-03-31	$245,206	7,274	0.0%	Shares	Sole	2023-05-12
2022-12-31	$315,837	7,274	0.0%	Shares	Sole	2023-02-13
2022-09-30	$276,048	7,274	0.0%	Shares	Sole	2022-11-09
2022-06-30	$273,429	7,274	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$264,146	7,311	+4.1%	Shares	Sole	2022-04-26
2021-12-31	$270,564	7,024	+3.7%	Shares	Sole	2022-02-15
2021-09-30	$244,676	6,774	0.0%	Shares	Sole	2021-11-15
2021-06-30	$243,660	6,774	0.0%	Shares	Sole	2021-08-16
2021-03-31	$270,282	6,774	0.0%	Shares	Sole	2021-05-06
2020-12-31	$217,445	6,774	-56.1%	Shares	Sole	2021-02-08
2020-06-30	$474,934	15,440	+2.1%	Shares	Sole	2020-08-11
2020-03-31	$489,736	15,120	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.