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Farther Finance Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Farther Finance 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
Q2 		$26.7K Buy
448
+136
+44% +$7.69K ﹤0.01% 3759
2026
Q1 		$16.5K Buy
312
+11
+4% +$565 ﹤0.01% 3783
2025
Q4 		$15K Buy
301
+246
+447% +$11.3K ﹤0.01% 3627
2025
Q3 		$2.36K Buy
55
+13
+31% +$586 ﹤0.01% 4078
2025
Q2 		$1.86K Sell
42
-21
-33% -$860 ﹤0.01% 3722
2025
Q1 		$2.45K Sell
63
-4
-6% -$151 ﹤0.01% 3304
2024
Q4 		$2.45K Sell
67
-31
-32% -$1.16K ﹤0.01% 2922
2024
Q3 		$3.61K Sell
98
-10
-9% -$370 ﹤0.01% 2781
2024
Q2 		$3.76K Buy
108
+25
+30% +$837 ﹤0.01% 2525
2024
Q1 		$2.64K Sell
83
-21
-20% -$638 ﹤0.01% 2373
2023
Q4 		$3.33K Buy
+104
New +$2.95K ﹤0.01% 2184

Other funds holding NTB

JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Farther Finance Advisors's NTB Position: Q2 2026 in Review

Farther Finance Advisors increased its Bank of N.T. Butterfield & Son (NTB) stake by 44% in Q2 2026, buying an estimated $7.69K and bringing the position to 448 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

Farther Finance Advisors first reported a position in NTB in Q4 2023 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Farther Finance Advisors held 448 shares of Bank of N.T. Butterfield & Son worth $26.7K as of Q2 2026.
  • Farther Finance Advisors bought 136 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $7.69K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3759 holding.
  • Farther Finance Advisors first reported a position in Bank of N.T. Butterfield & Son in Q4 2023 and has held it in 11 quarters since.
  • 38 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.