NBT Bank’s Global X US Preferred ETF PFFD Stock Holding History

NBT Bank’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$176K	Hold	10,000	–	–	0.01%	355
2026 Q2	$187K	Hold	10,000	–	–	0.01%	374
2026 Q1	$184K	Hold	10,000	–	–	0.01%	372
2025 Q4	$189K	Hold	10,000	–	–	0.01%	377
2025 Q3	$194K	Sell	10,000 -2,000	-17%	-$38.6K	0.01%	374
2025 Q2	$226K	Hold	12,000	–	–	0.02%	359
2025 Q1	$228K	Hold	12,000	–	–	0.02%	357
2024 Q4	$234K	Hold	12,000	–	–	0.02%	352
2024 Q3	$249K	Hold	12,000	–	–	0.02%	358
2024 Q2	$236K	Hold	12,000	–	–	0.02%	357
2024 Q1	$242K	Hold	12,000	–	–	0.02%	352
2023 Q4	$233K	Hold	12,000	–	–	0.02%	349
2023 Q3	$226K	Hold	12,000	–	–	0.02%	292
2023 Q2	$233K	Hold	12,000	–	–	0.03%	238
2023 Q1	$238K	Hold	12,000	–	–	0.03%	233
2022 Q4	$232K	Hold	12,000	–	–	0.03%	229
2022 Q3	$246K	Hold	12,000	–	–	0.04%	206
2022 Q2	$255K	Hold	12,000	–	–	0.04%	209
2022 Q1	$282K	Hold	12,000	–	–	0.04%	209
2021 Q4	$309K	Buy	+12,000	New	+$307K	0.04%	206

Other funds holding PFFD

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

NBT Bank's PFFD Position: Q3 2026 in Review

NBT Bank held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 10,000 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #355.

NBT Bank first reported a position in PFFD in Q4 2021 and has held it in 20 quarters since. The position peaked at $309K in Q4 2021. 157 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

NBT Bank held 10,000 shares of Global X US Preferred ETF worth $176K as of Q3 2026.
NBT Bank left its Global X US Preferred ETF share count unchanged in Q3 2026.
Global X US Preferred ETF made up 0.01% of NBT Bank's portfolio in Q3 2026, its #355 holding.
NBT Bank first reported a position in Global X US Preferred ETF in Q4 2021 and has held it in 20 quarters since.
NBT Bank's Global X US Preferred ETF position peaked at $309K in Q4 2021.
157 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

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