Position in NBTB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$567,014
+$105,788 QoQ
Shares Held
11,485
+6.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 283 holders
Holding Since
Sep 2022
16 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, 2026HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. NBTB ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
7,001 | $1,666,308 | |
| 2 | USB |
US Bancorp \De\
|
19,333 | $1,167,713 | |
| 3 | TFC |
Truist Financial Corp
|
12,118 | $603,718 | |
| 4 | NBTB |
Nbt Bancorp Inc
This page
|
11,485 | $567,014 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
10,541 | $430,494 | |
| 6 | EFSI |
Eagle Financial Services Inc
|
6,500 | $269,490 | |
| 7 | TMP |
Tompkins Financial Corp
|
2,138 | $202,083 |
All Filings in NBTB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,014 | 11,485 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $461,226 | 10,832 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $449,744 | 10,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $452,344 | 10,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $459,085 | 11,049 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $464,692 | 10,832 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $517,336 | 10,832 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $479,099 | 10,832 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $418,115 | 10,832 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $397,317 | 10,832 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $453,969 | 10,832 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $343,266 | 10,832 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $344,999 | 10,832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $365,146 | 10,832 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $470,325 | 10,832 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $411,074 | 10,832 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||