Position in NBTB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,828,001
+$1,560,788 QoQ
Shares Held
42,931
+489.3% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026Baird Financial Group, Inc. holds $290,662,619 across 44 Banks - Regional names. NBTB ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,723,048 | $89,615,725 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
404,438 | $84,159,502 | |
| 3 | FITB |
Fifth Third Bancorp
|
816,413 | $37,930,547 | |
| 4 | TFC |
Truist Financial Corp
|
309,589 | $14,231,805 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
223,355 | $13,394,598 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
722,621 | $11,309,018 | |
| 7 | WAFD |
Wafd Inc
|
200,139 | $6,284,364 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
55,396 | $3,672,200 |
All Filings in NBTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,828,001 | 42,931 | Shares | Defined | 2026-05-14 | |
| 2024-03-31 | $267,213 | 7,285 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $306,278 | 7,308 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $246,357 | 7,774 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $245,849 | 7,719 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $253,836 | 7,530 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $306,067 | 7,049 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $266,409 | 7,020 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $267,678 | 7,121 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $267,362 | 7,400 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $342,866 | 8,901 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $250,383 | 6,932 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $233,589 | 6,494 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $259,110 | 6,494 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $209,035 | 6,512 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $200,955 | 6,533 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $211,603 | 6,533 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||