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NBT Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

NBT Bank’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,255
Closed -$111K – 1067
2026
Q1 		$111K Buy
1,255
+1,165
+1,294% +$106K 0.01% 419
2025
Q4 		$112K Buy
+90
New +$8.01K 0.01% 412
2024
Q3 		– Sell
-683
Closed -$51.1K – 832
2024
Q2 		$51.1K Hold
683
– – ﹤0.01% 403
2024
Q1 		$50.2K Hold
683
– – ﹤0.01% 405
2023
Q4 		$47.2K Buy
+683
New +$44.5K ﹤0.01% 403

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

NBT Bank's AOA Position: Q2 2026 in Review

NBT Bank sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026, closing a stake of 1,255 shares — an estimated $111K sold.

NBT Bank first reported a position in AOA in Q4 2023 and held it in 5 quarters. The position peaked at $112K in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • NBT Bank reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 1,255 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $111K.
  • NBT Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 5 quarters.
  • NBT Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $112K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.