Position in NBTB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$762,223
+$104,831 QoQ
Shares Held
15,439
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#107
of 286 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $2,942,652 across 6 Banks - Regional names. NBTB ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
5,704 | $881,382 | |
| 2 | NBTB |
Nbt Bancorp Inc
This page
|
15,439 | $762,223 | |
| 3 | BHB |
Bar Harbor Bankshares
|
11,855 | $447,644 | |
| 4 | BBT |
Beacon Financial Corp
|
10,380 | $316,071 | |
| 5 | BANR |
Banner Corp
|
4,349 | $288,947 | |
| 6 | CTBI |
Community Trust Bancorp Inc /Ky/
|
3,405 | $246,385 |
All Filings in NBTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,223 | 15,439 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $657,392 | 15,439 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $641,027 | 15,439 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||