Superior Planning, LLC’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Superior Planning, LLC’s Portfolio NTB Stock Details NTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.05K	Buy	+70	New	+$4.23K	﹤0.01%	1284

Other funds holding NTB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's NTB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q3 2026: 70 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

146 funds tracked by Wall St. Rank hold NTB as of Q3 2026.

Superior Planning, LLC held 70 shares of Bank of N.T. Butterfield & Son worth $4.05K as of Q3 2026.
Bank of N.T. Butterfield & Son was a new Superior Planning, LLC position in Q3 2026.
Bank of N.T. Butterfield & Son made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1284 holding.
146 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.