NBT Bank’s VanEck BDC Income ETF BIZD Stock Holding History

NBT Bank’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$867	Buy	68 +2	+3%	+$25	﹤0.01%	995
2026 Q1	$844	Buy	66 +52	+371%	+$700	﹤0.01%	977
2025 Q4	$935	Sell	14 -1	-7%	-$14	﹤0.01%	787
2025 Q3	$932	Sell	15 -46	-75%	-$735	﹤0.01%	782
2025 Q2	$988	Buy	61 +2	+3%	+$31	﹤0.01%	757
2025 Q1	$989	Hold	59	–	–	﹤0.01%	767
2024 Q4	$982	Buy	59 +3	+5%	+$49	﹤0.01%	745
2024 Q3	$925	Buy	56 +2	+4%	+$33	﹤0.01%	793
2024 Q2	$931	Buy	54 +1	+2%	+$17	﹤0.01%	556
2024 Q1	$895	Buy	53 +2	+4%	+$33	﹤0.01%	561
2023 Q4	$825	Buy	+51	New	+$797	﹤0.01%	564

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

NBT Bank's BIZD Position: Q2 2026 in Review

NBT Bank increased its VanEck BDC Income ETF (BIZD) stake by 3% in Q2 2026, buying an estimated $25 and bringing the position to 68 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #995.

NBT Bank first reported a position in BIZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $989 in Q1 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

NBT Bank held 68 shares of VanEck BDC Income ETF worth $867 as of Q2 2026.
NBT Bank bought 2 VanEck BDC Income ETF shares in Q2 2026, an estimated $25.
VanEck BDC Income ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #995 holding.
NBT Bank first reported a position in VanEck BDC Income ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's VanEck BDC Income ETF position peaked at $989 in Q1 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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