Focused Wealth Management, Inc

Position in NBTB — Nbt Bancorp Inc

CIK 1586052 Newburgh, NY

Position in NBTB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$363,313

+$52,948 QoQ

Shares Held

7,359

+1.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#159

of 286 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names. NBTB ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	6,582	$397,552
2	NBTB	Nbt Bancorp Inc This page	7,359	$363,313
3	TFC	Truist Financial Corp	6,051	$301,460
4	MTB	M&T Bank Corp	885	$210,638
5	RBKB	Rhinebeck Bancorp, Inc.	13,970	$173,099

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,313	7,359	+1.0%	Shares	Sole	2026-08-07
2026-03-31	$310,365	7,289	+45.1%	Shares	Sole	2026-04-20
2025-12-31	$208,638	5,025	+0.5%	Shares	Sole	2026-01-29
2025-09-30	$208,841	5,001	+0.6%	Shares	Sole	2025-10-10
2025-06-30	$206,586	4,972	+0.6%	Shares	Sole	2025-07-15
2025-03-31	$212,097	4,944	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$234,931	4,919	+0.4%	Shares	Sole	2025-01-28
2024-09-30	$216,594	4,897	+1.7%	Shares	Sole	2024-10-30
2023-12-31	$201,712	4,813	0.0%	Shares	Sole	2024-01-10
2023-09-30	$152,523	4,813	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.