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Fortitude Family Office’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Fortitude Family Office’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 		$10.5K Buy
177
+118
+200% +$6.68K ﹤0.01% 748
2026
Q1 		$3.1K Buy
59
+40
+211% +$2.05K ﹤0.01% 1114
2025
Q4 		$947 Sell
19
-4
-17% -$184 ﹤0.01% 1482
2025
Q3 		$987 Buy
23
+4
+21% +$180 ﹤0.01% 1550
2025
Q2 		$841 Buy
+19
New +$778 ﹤0.01% 1591

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortitude Family Office's NTB Position: Q2 2026 in Review

Fortitude Family Office increased its Bank of N.T. Butterfield & Son (NTB) stake by 200% in Q2 2026, buying an estimated $6.68K and bringing the position to 177 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Fortitude Family Office first reported a position in NTB in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Fortitude Family Office held 177 shares of Bank of N.T. Butterfield & Son worth $10.5K as of Q2 2026.
  • Fortitude Family Office bought 118 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $6.68K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #748 holding.
  • Fortitude Family Office first reported a position in Bank of N.T. Butterfield & Son in Q2 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.