NBT BANK N A /NY

Bank

Position in WFC — Wells Fargo & Company/Mn

CIK 898413 Norwich, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,608,861

-$53,216 QoQ

Shares Held

31,569

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#898

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 2% None 5%

Financial Services · as of Jun 30, 2026

NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. WFC ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	122,789	$40,192,522
2	BMO	Bank Of Montreal /Can/	46,083	$8,142,865
3	BAC	Bank Of America Corp /De/	61,046	$3,478,399
4	WFC	Wells Fargo & Company/Mn This page	31,569	$2,608,861
5	BNY	Bank of New York Mellon Corp	10,402	$1,504,233
6	C	Citigroup Inc	4,738	$663,130
7	RY	Royal Bank Of Canada	600	$124,182
8	BNS	Bank Of Nova Scotia	1,000	$86,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,608,861	31,569	-5.6%	Shares	Defined	2026-07-29
2026-03-31	$2,662,077	33,439	-1.2%	Shares	Sole	2026-04-28
2025-12-31	$3,153,794	33,839	-2.1%	Shares	Sole	2026-01-23
2025-09-30	$2,896,064	34,551	-3.5%	Shares	Sole	2025-10-28
2025-06-30	$2,867,173	35,786	-0.7%	Shares	Sole	2025-07-23
2025-03-31	$2,587,095	36,037	-18.6%	Shares	Sole	2025-04-17
2024-12-31	$3,110,858	44,289	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$2,535,891	44,891	-3.4%	Shares	Sole	2024-11-14
2024-06-30	$2,760,267	46,477	+16.0%	Shares	Defined	2024-07-30
2024-03-31	$2,322,398	40,069	-7.5%	Shares	Sole	2024-04-24
2023-12-31	$2,131,372	43,303	+3.3%	Shares	Sole	2024-02-09
2023-09-30	$1,712,115	41,902	+10.8%	Shares	Sole	2023-10-26
2023-06-30	$1,613,730	37,810	-1.9%	Shares	Sole	2023-07-24
2023-03-31	$1,440,400	38,534	-4.5%	Shares	Sole	2023-05-02
2022-12-31	$1,665,596	40,339	-2.1%	Shares	Sole	2023-02-10
2022-09-30	$1,657,908	41,221	-0.5%	Shares	Sole	2022-11-15
2022-06-30	$1,623,478	41,447	+0.1%	Shares	Sole	2022-07-26
2022-03-31	$2,006,194	41,399	-2.1%	Shares	Sole	2022-04-29
2021-12-31	$2,029,026	42,289	-3.1%	Shares	Sole	2022-01-27
2021-09-30	$2,025,981	43,654	-2.0%	Shares	Sole	2021-10-18
2021-06-30	$2,017,307	44,542	-2.7%	Shares	Sole	2021-07-28
2021-03-31	$1,789,014	45,790	-3.9%	Shares	Sole	2021-04-08
2020-12-31	$1,437,925	47,645	-14.7%	Shares	Sole	2021-01-15
2020-09-30	$1,313,291	55,861	-9.5%	Shares	Sole	2020-10-29
2020-06-30	$1,581,004	61,758	-2.6%	Shares	Sole	2020-07-22
2020-03-31	$1,819,837	63,409	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.