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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$654K Buy
14,779
+457
+3% +$20.2K ﹤0.01% 1727
2025
Q1 		$557K Buy
14,322
+5,626
+65% +$219K ﹤0.01% 1695
2024
Q4 		$318K Sell
8,696
-103
-1% -$3.77K ﹤0.01% 2006
2024
Q3 		$325K Buy
+8,799
New +$325K ﹤0.01% 2005