Nbt Bank N A Portfolio Changes in Q2 2026: Focus on Technology & Financial Services

Nbt Bank N A's portfolio as of June 30, 2026, totals $1.49 billion, reflecting a dynamic investment strategy throughout the period.

The investor demonstrated notable buying activity in several areas during Q2:

• Microsoft Corp (MSFT): Nbt Bank N A increased its holdings by 667 shares to $0.25 million, representing a significant purchase. This brings the total allocation for Microsoft down from previous levels.
• Apple Inc (AAPL): Despite exiting most of its position entirely ($0.83 million reduction), Nbt Bank N A maintained a small stake worth $0.03 million, showing selective retention among technology stocks.
• JPMorgan Chase & Co (JPM): The financial giant saw substantial buying by the institution, adding shares valued at $12.65 million during the quarter.
• Alphabet Inc Cl A (GOOGL): Nbt Bank N A significantly boosted its position in this stock, adding $140,316 shares valued at approximately $50.39 million.
• NBT Bancorp Inc (NBTB): This bank-related stock experienced a major purchase by the investor, acquiring 246,856 additional shares worth $12.55 million during Q2.
• Alphabet Inc Cl C (GOOG): A smaller purchase of 94,086 additional shares was noted in this stock, adding value to the portfolio.
• iShares TR 1-5 Yr Inv Gr Corp (IGSB): Nbt Bank N A added shares worth $12.65 million in this ETF, indicating interest in short-term investment grade corporate bonds.

Conversely, the investor disposed of substantial portions or reduced positions with other companies:

• Caterpillar Inc (CAT): Nbt Bank N A sold off 14,074 shares during Q2, reducing its allocation by approximately $3.97 million.
• Johnson & Johnson (JNJ): The investor exited a significant position in this healthcare company, selling 104,111 shares worth $26.46 million.
• Pfizer Inc (PFE): A major sell of 148,843 shares occurred during the quarter, resulting in an almost complete exit from this pharmaceutical stock valued at approximately $40.15 million.

These changes reflect a strategic shift away from certain sectors and towards specific opportunities within Technology and Financial Services stocks, as well as ETFs like IGSB.