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NBT Bank’s Icahn Enterprises IEP Stock Holding History

NBT Bank’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51K Hold
200
– – ﹤0.01% 852
2025
Q4 		$1.51K Hold
200
– – ﹤0.01% 770
2025
Q3 		$1.68K Hold
200
– – ﹤0.01% 770
2025
Q2 		$1.61K Hold
200
– – ﹤0.01% 747
2025
Q1 		$1.81K Hold
200
– – ﹤0.01% 753
2024
Q4 		$1.73K Hold
200
– – ﹤0.01% 738
2024
Q3 		$2.7K Buy
+200
New +$3.02K ﹤0.01% 767

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

NBT Bank's IEP Position: Q1 2026 in Review

NBT Bank held its Icahn Enterprises (IEP) position steady in Q1 2026 at 200 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

NBT Bank first reported a position in IEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.7K in Q3 2024. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • NBT Bank held 200 shares of Icahn Enterprises worth $1.51K as of Q1 2026.
  • NBT Bank left its Icahn Enterprises share count unchanged in Q1 2026.
  • Icahn Enterprises made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #852 holding.
  • NBT Bank first reported a position in Icahn Enterprises in Q3 2024 and has held it in 7 quarters since.
  • NBT Bank's Icahn Enterprises position peaked at $2.7K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.