NBT Bank’s Polaris PII Stock Holding History

NBT Bank’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-22	Closed	-$1.51K	–	898
2026 Q2	$1.51K	Hold	22	–	–	﹤0.01%	916
2026 Q1	$1.2K	Buy	+22	New	+$1.38K	﹤0.01%	913

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

NBT Bank's PII Position: Q3 2026 in Review

NBT Bank sold out of Polaris (PII) in Q3 2026, closing a stake of 22 shares — an estimated $1.51K sold.

NBT Bank first reported a position in PII in Q1 2026 and held it in 2 quarters. The position peaked at $1.51K in Q2 2026. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

NBT Bank reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 22 Polaris shares in Q3 2026, an estimated $1.51K.
NBT Bank first reported a position in Polaris in Q1 2026 and held it in 2 quarters.
NBT Bank's Polaris position peaked at $1.51K in Q2 2026.
79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

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