Position in XYZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$24,928
+$5,189 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#865
of 1,073 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NBT BANK N A /NY holds $94,504,675 across 17 Software - Infrastructure names. XYZ ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
201,559 | $75,185,536 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,204 | $12,005,268 | |
| 3 | ORCL |
Oracle Corp
|
47,383 | $6,943,977 | |
| 4 | SNPS |
Synopsys Inc
|
304 | $135,604 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
244 | $46,550 | |
| 7 | NTAP |
NetApp, Inc.
|
200 | $30,952 | |
| 8 | XYZ |
Block, Inc.
This page
|
328 | $24,928 |
All Filings in XYZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,928 | 328 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,739 | 328 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,527 | 300 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $21,681 | 300 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $20,379 | 300 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $16,299 | 300 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $25,497 | 300 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $20,139 | 300 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||