Position in NBTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$655,221
+$22,499 QoQ
Shares Held
15,388
+1.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CreativeOne Wealth, LLC holds $8,210,823 across 15 Banks - Regional names. NBTB ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
37,733 | $1,962,493 | |
| 2 | RF |
Regions Financial Corp
|
47,216 | $1,233,281 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,771 | $732,720 | |
| 4 | NBTB |
Nbt Bancorp Inc
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|
15,388 | $655,221 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,827 | $588,270 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
14,486 | $528,159 | |
| 7 | TFC |
Truist Financial Corp
|
11,046 | $507,783 | |
| 8 | CBU |
Community Financial System, Inc.
|
7,637 | $447,910 |
All Filings in NBTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,221 | 15,388 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $632,722 | 15,239 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $636,088 | 15,232 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||