NBT Bank’s Motley Fool 100 Index ETF TMFC Stock Holding History

NBT Bank’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33K	Buy	500 +428	+594%	+$29.8K	﹤0.01%	545
2025 Q4	$35.9K	Buy	72 +1	+1%	+$71	﹤0.01%	535
2025 Q3	$35.3K	Sell	71 -429	-86%	-$28.8K	﹤0.01%	535
2025 Q2	$32.3K	Hold	500	–	–	﹤0.01%	543
2025 Q1	$27.8K	Hold	500	–	–	﹤0.01%	558
2024 Q4	$30.1K	Hold	500	–	–	﹤0.01%	548
2024 Q3	$28.1K	Hold	500	–	–	﹤0.01%	587
2024 Q2	$26.9K	Hold	500	–	–	﹤0.01%	429
2024 Q1	$24.8K	Hold	500	–	–	﹤0.01%	434
2023 Q4	$22.3K	Buy	+500	New	+$20.9K	﹤0.01%	432

Other funds holding TMFC

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBT Bank's TMFC Position: Q1 2026 in Review

NBT Bank increased its Motley Fool 100 Index ETF (TMFC) stake by 594% in Q1 2026, buying an estimated $29.8K and bringing the position to 500 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

NBT Bank first reported a position in TMFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.9K in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

NBT Bank held 500 shares of Motley Fool 100 Index ETF worth $33K as of Q1 2026.
NBT Bank bought 428 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $29.8K.
Motley Fool 100 Index ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #545 holding.
NBT Bank first reported a position in Motley Fool 100 Index ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Motley Fool 100 Index ETF position peaked at $35.9K in Q4 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

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