NBT BANK N A /NY
SEC Form 13F institutional filer · CIK 0000898413
13F-HR · 426 reported holdings · 2026-03-31
NBT BANK N A /NY is a bank and trust company.
Reported long-US-equity value
$1.20B
Top-10 concentration
37.7%
NBT BANK N A /NY — $1.2B AUM allocation strategy
NBT BANK N A /NY files SEC Form 13F and reports $1.2B of long US equity value across 426 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.0%, followed by Financials 8.9% and Communication Services 7.0%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
NBT BANK N A /NY — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.2B
total across 426 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +453K sh · +$1.44M+$VOO +109K sh · −$481K+$VTI +51.7K sh · −$923K
Biggest trims (shares)
−$SLB −7.67K sh · +$61.5K−$TGT −7.54K sh · −$298K−$MRSH −5.75K sh · −$1.23M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.0%—
- Systems Software6.3%—
- Technology Hardware, Storage & Peripherals5.7%—
- Diversified Banks3.1%—
- Financial Exchanges & Data2.6%—
- Integrated Oil & Gas2.4%—
- Construction Machinery & Heavy Transportation Equipment2.4%—
- Pharmaceuticals2.2%—
- Other holdings68.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 203K | $75M | -1.17K | 6.3% |
| $AAPL | Apple Inc | 271K | $68.7M | +6.44K | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 146K | $42.1M | -2.69K | 3.5% |
| $GOOGL | Alphabet Inc | 145K | $41.5M | -3.46K | 3.5% |
| $JPM | JP Morgan Chase & Co | 125K | $36.8M | -1.25K | 3.1% |
| $SPGI | S&P Global Inc | 210K | $31.5M | +41.5K | 2.6% |
| $XOM | ExxonMobil Holdings Corporation | 168K | $28.5M | +7.52K | 2.4% |
| $CAT | Caterpillar Inc | 40.1K | $28.4M | +9.12K | 2.4% |
| $JNJ | Johnson & Johnson | 108K | $26.4M | +640 | 2.2% |
…and 417 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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