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Advisornet Financial’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Advisornet Financial’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
Q1 		$67.2K Buy
1,281
+151
+13% +$7.75K ﹤0.01% 950
2025
Q4 		$56.3K Buy
1,130
+300
+36% +$13.8K ﹤0.01% 1023
2025
Q3 		$35.6K Hold
830
– – ﹤0.01% 1131
2025
Q2 		$36.8K Buy
830
+560
+207% +$22.9K ﹤0.01% 1095
2025
Q1 		$10.5K Hold
270
– – ﹤0.01% 1397
2024
Q4 		$9.87K Sell
270
-5
-2% -$187 ﹤0.01% 1328
2024
Q3 		$10.1K Buy
+275
New +$10.2K ﹤0.01% 1411
2019
Q3 		– Sell
-300
Closed -$10K – 1929
2019
Q2 		$10K Hold
300
– – ﹤0.01% 1240
2019
Q1 		$11K Buy
+300
New +$10.8K ﹤0.01% 1153

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $797M AUM 111.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return