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 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 $5.27B AUM 16.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return