Burney Company’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Burney Company’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	$387K	Buy	+6,695	New	+$404K	0.01%	493

Other funds holding NTB

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Burney Company's NTB Position: Q3 2026 in Review

Burney Company opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q3 2026: 6,695 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

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

Burney Company held 6,695 shares of Bank of N.T. Butterfield & Son worth $387K as of Q3 2026.
Bank of N.T. Butterfield & Son was a new Burney Company position in Q3 2026.
Bank of N.T. Butterfield & Son made up 0.01% of Burney Company's portfolio in Q3 2026, its #493 holding.
20 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.