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NBT Bank’s iShares Global Financials ETF IXG Stock Holding History

NBT Bank’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8K Sell
231
-73
-24% -$8.87K ﹤0.01% 596
2026
Q1 		$34.7K Buy
304
+183
+151% +$21.7K ﹤0.01% 540
2025
Q4 		$36.7K Buy
121
+4
+3% +$466 ﹤0.01% 528
2025
Q3 		$35.5K Sell
117
-187
-62% -$21.2K ﹤0.01% 534
2025
Q2 		$33.7K Hold
304
– – ﹤0.01% 537
2025
Q1 		$31.3K Hold
304
– – ﹤0.01% 542
2024
Q4 		$29.2K Hold
304
– – ﹤0.01% 550
2024
Q3 		$28.8K Hold
304
– – ﹤0.01% 582
2024
Q2 		$25.9K Sell
304
-216
-42% -$18.5K ﹤0.01% 431
2024
Q1 		$45.1K Hold
520
– – ﹤0.01% 410
2023
Q4 		$40.9K Buy
+520
New +$38K ﹤0.01% 406

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

NBT Bank's IXG Position: Q2 2026 in Review

NBT Bank reduced its iShares Global Financials ETF (IXG) stake by 24% in Q2 2026, selling an estimated $8.87K and leaving 231 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

NBT Bank first reported a position in IXG in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.1K in Q1 2024. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • NBT Bank held 231 shares of iShares Global Financials ETF worth $28.8K as of Q2 2026.
  • NBT Bank sold 73 iShares Global Financials ETF shares in Q2 2026, an estimated $8.87K.
  • iShares Global Financials ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #596 holding.
  • NBT Bank first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's iShares Global Financials ETF position peaked at $45.1K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

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