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Empirical Wealth Management’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Empirical Wealth Management’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 		$3.35M Buy
56,231
+5,564
+11% +$315K 0.05% 207
2026
Q1 		$2.66M Buy
50,667
+5,910
+13% +$303K 0.05% 222
2025
Q4 		$2.23M Buy
44,757
+6,992
+19% +$322K 0.04% 239
2025
Q3 		$1.62M Buy
37,765
+7,022
+23% +$317K 0.03% 268
2025
Q2 		$1.36M Buy
30,743
+4,572
+17% +$187K 0.03% 274
2025
Q1 		$1.02M Buy
+26,171
New +$990K 0.03% 297

Other funds holding NTB

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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Empirical Wealth Management's NTB Position: Q2 2026 in Review

Empirical Wealth Management increased its Bank of N.T. Butterfield & Son (NTB) stake by 11% in Q2 2026, buying an estimated $315K and bringing the position to 56,231 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #207.

Empirical Wealth Management first reported a position in NTB in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Empirical Wealth Management held 56,231 shares of Bank of N.T. Butterfield & Son worth $3.35M as of Q2 2026.
  • Empirical Wealth Management bought 5,564 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $315K.
  • Bank of N.T. Butterfield & Son made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Empirical Wealth Management first reported a position in Bank of N.T. Butterfield & Son in Q1 2025 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.