Commonwealth Retirement Investments LLC
PensionPosition in NBTB — Nbt Bancorp Inc
CIK 1963787
RICHMOND, VA
Position in NBTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,205
+$2,417 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 283 holders
Holding Since
Dec 2025
2 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 Jun 30, 2026Commonwealth Retirement Investments LLC holds $6,174,777 across 9 Banks - Regional names. NBTB ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
111,131 | $3,356,156 | |
| 2 | MTB |
M&T Bank Corp
|
4,808 | $1,144,352 | |
| 3 | TFC |
Truist Financial Corp
|
17,965 | $895,016 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,446 | $602,254 | |
| 5 | FRST |
Primis Financial Corp.
|
5,914 | $96,812 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,102 | $46,625 | |
| 7 | NBTB |
Nbt Bancorp Inc
This page
|
308 | $15,205 | |
| 8 | FXNC |
First National Corp /Va/
|
342 | $10,266 |
All Filings in NBTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,205 | 308 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $12,788 | 308 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||