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B. Riley Wealth Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History

B. Riley Wealth Advisors’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 		$547K Buy
+9,460
New +$571K 0.02% 537

Other funds holding NTB

TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

B. Riley Wealth Advisors's NTB Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q3 2026: 9,460 shares worth $547K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings.

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

  • B. Riley Wealth Advisors held 9,460 shares of Bank of N.T. Butterfield & Son worth $547K as of Q3 2026.
  • Bank of N.T. Butterfield & Son was a new B. Riley Wealth Advisors position in Q3 2026.
  • Bank of N.T. Butterfield & Son made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #537 holding.
  • 9 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.