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EverSource Wealth Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History

EverSource Wealth 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
Q1 		$94.6K Buy
1,802
+456
+34% +$23.4K ﹤0.01% 1465
2025
Q4 		$67.1K Buy
1,346
+701
+109% +$32.3K ﹤0.01% 1548
2025
Q3 		$27.7K Sell
645
-134
-17% -$6.04K ﹤0.01% 2117
2025
Q2 		$34.5K Buy
779
+523
+204% +$21.4K ﹤0.01% 1876
2025
Q1 		$9.96K Buy
256
+117
+84% +$4.43K ﹤0.01% 2110
2024
Q4 		$5.08K Buy
+139
New +$5.2K ﹤0.01% 2337
2022
Q4 		– Sell
-153
Closed -$5K – 2388
2022
Q3 		$5K Hold
153
– – ﹤0.01% 1388
2022
Q2 		$5K Sell
153
-264
-63% -$8.43K ﹤0.01% 1276
2022
Q1 		$15K Hold
417
– – ﹤0.01% 816
2021
Q4 		$16K Buy
+417
New +$15.8K ﹤0.01% 777

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $797M AUM 111.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return