NBT BANK N A NY
Q3 2026 Form 13-F
NORWICH, NEW YORK
CIK 0000898413
· Institutional investment manager
Consolidated report · includes
1 manager
since Q4 2023
$1.5B Reported Value Total
Reported value
$1.5B
Quarter over quarter
+0.7%
Holdings
568
Top-10 concentration
33.1%
Filing Structure
Reports holdings for
- NBT Capital Management, Inc. (not a 13F filer in our records) · File #028-23669 · since Q4 2023
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Leona A. Hoag
Vice President and Registered Principal
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 21, 2026 |
| Form | 13F-HR |
| Reported value | $1.5B |
| Positions | 568 |
| Change in reported value | -2.9% |
| New positions | 10 |
| Exited positions | 508 |
| Position turnover | 48.1% |
| Top-10 concentration | 33.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
568 | $1.5B |
|
Q2 2026 13F
Filed Jul 29, 2026
|
1,062 | $1.5B |
|
Q1 2026 13F
Filed Apr 28, 2026
|
1,058 | $1.5B |
|
Q4 2025 13F
Filed Jan 23, 2026
|
821 | $1.5B |
|
Q3 2025 13F
Filed Oct 28, 2025
|
813 | $1.5B |
|
Q2 2025 13F
Filed Jul 23, 2025
|
802 | $1.5B |
|
Q1 2025 13F
Filed Apr 17, 2025
|
813 | $1.4B |
|
Q4 2024 13F
Filed Feb 7, 2025
|
783 | $1.4B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
833 | $1.5B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
593 | $1.4B |
|
Q1 2024 13F
Filed Apr 24, 2024
|
598 | $1.4B |
|
Q4 2023 13F
Filed Feb 9, 2024
|
598 | $1.3B |
|
Q3 2023 13F
Filed Oct 26, 2023
|
310 | $1.0B |
|
Q2 2023 13F
Filed Jul 24, 2023
|
254 | $700.3M |
|
Q1 2023 13F
Filed May 2, 2023
|
246 | $684.2M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
243 | $686.2M |
|
Q3 2022 13F
Filed Nov 8, 2022
|
225 | $612.2M |
|
Q2 2022 13F
Filed Jul 26, 2022
|
226 | $654.5M |
|
Q1 2022 13F
Filed Apr 29, 2022
|
234 | $747.9M |
|
Q4 2021 13F
Filed Jan 27, 2022
|
246 | $778.1M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $102.7M | 7.0% |
| 2 | AAPL APPLE INC | $83.1M | 5.67% |
| 3 | GUNR NORTHERN TRUST MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURC | $47.6M | 3.25% |
| 4 | GOOG ALPHABET INC CLASS CLASS C | $47.5M | 3.24% |
| 5 | GOOGL ALPHABET INC CLASS A | $47.0M | 3.21% |
| 6 | JPM J P Morgan Chase & Co | $39.4M | 2.69% |
| 7 | EFG ISHARES MSCI EAFE GROWTHETF | $35.6M | 2.43% |
| 8 | CAT Caterpillar Inc | $29.8M | 2.03% |
| 9 | JNJ JOHNSON & JOHNSON | $27.2M | 1.85% |
| 10 | TT Trane Technologies Plc ADR | $25.4M | 1.74% |
| 11 | AMZN Amazon.Com Inc | $23.6M | 1.61% |
| 12 | VGSH Vanguard Short-Term Treasury E | $19.9M | 1.36% |
| 13 | DE DEERE & CO | $19.5M | 1.33% |
| 14 | VOO Vanguard S&P 500 ETF | $17.8M | 1.22% |
| 15 | PG PROCTER & GAMBLE CO | $16.4M | 1.12% |
| 16 | LOW Lowes Companies Inc | $16.2M | 1.1% |
| 17 | CSCO Cisco Systems Inc | $16.1M | 1.1% |
| 18 | BRK-B Berkshire Hathaway Cl B | $15.9M | 1.09% |
| 19 | CVX Chevrontexaco Corp | $15.9M | 1.08% |
| 20 | NVDA NVIDIA CORP | $15.8M | 1.08% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.