NBT Bank’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

NBT Bank’s Portfolio KMLM Stock Details KMLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.38K	Buy	+120	New	+$3.24K	﹤0.01%	762

Other funds holding KMLM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

NBT Bank's KMLM Position: Q1 2026 in Review

NBT Bank opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026: 120 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings.

50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

NBT Bank held 120 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.38K as of Q1 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new NBT Bank position in Q1 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #762 holding.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

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