NBT Bank’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NBT Bank’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$374K	Sell	1,949 -660	-25%	-$131K	0.02%	304
2025 Q4	$500K	Hold	2,609	–	–	0.03%	273
2025 Q3	$495K	Buy	2,609 +578	+28%	+$108K	0.03%	275
2025 Q2	$369K	Buy	2,031 +105	+5%	+$18.1K	0.03%	303
2025 Q1	$334K	Hold	1,926	–	–	0.02%	313
2024 Q4	$337K	Hold	1,926	–	–	0.02%	309
2024 Q3	$345K	Hold	1,926	–	–	0.02%	317
2024 Q2	$316K	Hold	1,926	–	–	0.02%	324
2024 Q1	$326K	Sell	1,926 -1,351	-41%	-$217K	0.02%	323
2023 Q4	$517K	Buy	+3,277	New	+$476K	0.04%	265

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

NBT Bank's RSP Position: Q1 2026 in Review

NBT Bank reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q1 2026, selling an estimated $131K and leaving 1,949 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #304.

NBT Bank first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $517K in Q4 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

NBT Bank held 1,949 shares of Invesco S&P 500 Equal Weight ETF worth $374K as of Q1 2026.
NBT Bank sold 660 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $131K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #304 holding.
NBT Bank first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Invesco S&P 500 Equal Weight ETF position peaked at $517K in Q4 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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