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

Bragg Financial 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
Q2 		$22.1M Buy
370,899
+215,361
+138% +$12.2M 0.59% 64
2026
Q1 		$8.16M Buy
+155,538
New +$7.98M 0.26% 114

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bragg Financial Advisors's NTB Position: Q2 2026 in Review

Bragg Financial Advisors increased its Bank of N.T. Butterfield & Son (NTB) stake by 138% in Q2 2026, buying an estimated $12.2M and bringing the position to 370,899 shares worth $22.1M. The position accounts for 0.59% of the portfolio, ranked #64.

Bragg Financial Advisors first reported a position in NTB in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Bragg Financial Advisors held 370,899 shares of Bank of N.T. Butterfield & Son worth $22.1M as of Q2 2026.
  • Bragg Financial Advisors bought 215,361 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $12.2M.
  • Bank of N.T. Butterfield & Son made up 0.59% of Bragg Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Bragg Financial Advisors first reported a position in Bank of N.T. Butterfield & Son in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.