Position in NBTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$891,029
+$129,742 QoQ
Shares Held
18,048
+0.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#99
of 283 holders
Holding Since
Jun 2025
5 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, 2026Note Advisors, LLC holds $1,257,326 across 2 Banks - Regional names. NBTB ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
This page
|
18,048 | $891,029 | |
| 2 | MTB |
M&T Bank Corp
|
1,539 | $366,297 |
All Filings in NBTB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,029 | 18,048 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $761,287 | 17,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,093 | 19,535 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $810,770 | 19,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $801,624 | 19,293 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||