Position in NBTB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,589,664
+$1,296,873 QoQ
Shares Held
84,304
+53.5% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Edgestream Partners, L.P. holds $207,224,386 across 43 Banks - Regional names. NBTB ranks #23 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
111,147 | $14,912,592 | |
| 2 | FBP |
First Bancorp /Pr/
|
607,965 | $12,986,132 | |
| 3 | CATY |
Cathay General Bancorp
|
254,118 | $12,670,323 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
199,682 | $11,505,676 | |
| 5 | EWBC |
East West Bancorp Inc
|
88,080 | $9,403,420 | |
| 6 | OZK |
Bank OZK
|
203,186 | $9,324,205 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
333,019 | $9,284,569 | |
| 8 | HWC |
Hancock Whitney Corp
|
132,984 | $8,456,452 |
All Filings in NBTB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,589,664 | 84,304 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $2,292,791 | 54,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,286,224 | 151,293 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $1,974,004 | 51,140 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||