NBT Bank
BAI icon

NBT Bank’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

NBT Bank’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$216K Hold
4,571
– – 0.01% 347
2026
Q2 		$241K Sell
4,571
-100
-2% -$4.54K 0.02% 348
2026
Q1 		$154K Buy
4,671
+4,638
+14,055% +$159K 0.01% 393
2025
Q4 		$1.03K Buy
+33
New +$1.14K ﹤0.01% 782

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Dynasty Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NBT Bank's BAI Position: Q3 2026 in Review

NBT Bank held its iShares A.I. Innovation and Tech Active ETF (BAI) position steady in Q3 2026 at 4,571 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #347.

NBT Bank first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $241K in Q2 2026. 622 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • NBT Bank held 4,571 shares of iShares A.I. Innovation and Tech Active ETF worth $216K as of Q3 2026.
  • NBT Bank left its iShares A.I. Innovation and Tech Active ETF share count unchanged in Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of NBT Bank's portfolio in Q3 2026, its #347 holding.
  • NBT Bank first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • NBT Bank's iShares A.I. Innovation and Tech Active ETF position peaked at $241K in Q2 2026.
  • 622 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.