Position in NBTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$546,772
-$15,408 QoQ
Shares Held
11,075
-18.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#139
of 285 holders
Holding Since
Jun 2024
8 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 Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. NBTB ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in NBTB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,772 | 11,075 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $562,180 | 13,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $563,467 | 13,493 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $558,639 | 13,445 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $730,286 | 17,023 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $629,667 | 13,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $579,324 | 13,098 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $501,800 | 13,000 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||