UNION SAVINGS BANK

Bank

Position in NBTB — Nbt Bancorp Inc

CIK 1985855 LITCHFIELD, CT

Position in NBTB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$184,545

-$82,942 QoQ

Shares Held

3,738

-40.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#198

of 286 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

UNION SAVINGS BANK holds $468,234 across 6 Banks - Regional names. NBTB ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NBTB	Nbt Bancorp Inc This page	3,738	$184,545
2	TFC	Truist Financial Corp	2,159	$107,560
3			1,258	$96,136
4	PNC	Pnc Financial Services Group, Inc.	212	$52,198
5	RF	Regions Financial Corp	859	$25,941
6	CFR	Cullen/Frost Bankers, Inc.	12	$1,854

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,545	3,738	-40.5%	Shares	Sole	2026-07-23
2026-03-31	$267,487	6,282	-14.7%	Shares	Sole	2026-04-17
2025-12-31	$305,919	7,368	-19.1%	Shares	Sole	2026-03-06
2025-06-30	$378,312	9,105	+69.1%	Shares	Sole	2025-08-08
2025-03-31	$230,930	5,383	-7.6%	Shares	Sole	2025-04-22
2024-12-31	$278,249	5,826	0.0%	Shares	Sole	2025-01-16
2024-09-30	$257,683	5,826	-17.1%	Shares	Sole	2024-10-15
2024-06-30	$271,203	7,026	+45.1%	Shares	Sole	2024-08-01
2024-03-31	$177,641	4,843	+4075.0%	Shares	Sole	2024-04-29
2023-12-31	$4,861	116	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.