Cerity Partners
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Cerity Partners’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Cerity Partners’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 		$1.36M Buy
25,875
+879
+4% +$45.1K ﹤0.01% 1689
2025
Q4 		$1.25M Buy
24,996
+4,471
+22% +$206K ﹤0.01% 1604
2025
Q3 		$881K Buy
20,525
+5,746
+39% +$259K ﹤0.01% 1653
2025
Q2 		$654K Buy
14,779
+457
+3% +$18.7K ﹤0.01% 1728
2025
Q1 		$557K Buy
14,322
+5,626
+65% +$213K ﹤0.01% 1701
2024
Q4 		$318K Sell
8,696
-103
-1% -$3.85K ﹤0.01% 2006
2024
Q3 		$325K Buy
+8,799
New +$325K ﹤0.01% 2005

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NAMI
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DSA
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N
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