NBT Bank, N.A. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing was signed by Leona A. Hoag, Vice President and Registered Principal at NBT Capital Management, Inc., located in Norwich, New York.
The report details a portfolio consisting of 4,732 individual equity positions. The largest holding disclosed in the filing is Apple Inc., with a total value of approximately $47.38 million. Other significant positions include Microsoft, which holds a value of roughly $32.81 million, and Berkshire Hathaway Inc. Class B, valued at approximately $85.02 million.
The portfolio includes a mix of large-cap technology companies, energy firms, and consumer staples. Notable holdings include Chevron Corporation, valued at approximately $91.45 million, and Coca-Cola, valued at approximately $61.60 million. The filing also lists a substantial number of exchange-traded funds (ETFs), including BlackRock Inc., BlackRock Global Allocation Inv A, and various DFA (Dimensional Fund Advisors) funds, which represent a significant portion of the total assets.
The filing provides a comprehensive list of all equity securities held, including the number of shares, the total value of the position, and the classification of the shares as 'SOLE' (sole voting power) or 'OTR' (other than sole voting power).
