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AOR icon

NBT Bank’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

NBT Bank’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
17,178
-85,046
-83% -$5.79M 0.08% 189
2026
Q1 		$6.58M Buy
102,224
+102,159
+157,168% +$6.73M 0.43% 63
2025
Q4 		$6.63M Buy
65
+1
+2% +$65 0.43% 58
2025
Q3 		$6.44M Sell
64
-98,801
-100% -$6.18M 0.42% 64
2025
Q2 		$6.09M Buy
98,865
+1,948
+2% +$114K 0.42% 64
2025
Q1 		$5.58M Buy
96,917
+2,925
+3% +$170K 0.4% 68
2024
Q4 		$5.39M Buy
93,992
+7,683
+9% +$450K 0.38% 68
2024
Q3 		$5.11M Buy
86,309
+6,161
+8% +$353K 0.34% 74
2024
Q2 		$4.51M Buy
80,148
+8,448
+12% +$467K 0.32% 72
2024
Q1 		$3.99M Buy
71,700
+5,570
+8% +$300K 0.29% 87
2023
Q4 		$3.52M Buy
+66,130
New +$3.34M 0.28% 89

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

NBT Bank's AOR Position: Q2 2026 in Review

NBT Bank reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 83% in Q2 2026, selling an estimated $5.79M and leaving 17,178 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #189.

NBT Bank first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.63M in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • NBT Bank held 17,178 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.19M as of Q2 2026.
  • NBT Bank sold 85,046 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $5.79M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.08% of NBT Bank's portfolio in Q2 2026, its #189 holding.
  • NBT Bank first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.63M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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