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 Q3	$10K	Sell	173 -4	-2%	-$242	﹤0.01%	1215
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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's NTB Position: Q3 2026 in Review

Fortitude Family Office reduced its Bank of N.T. Butterfield & Son (NTB) stake by 2.3% in Q3 2026, selling an estimated $242 and leaving 173 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Fortitude Family Office first reported a position in NTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q2 2026. 19 funds tracked by Wall St. Rank hold NTB as of Q3 2026.

Fortitude Family Office held 173 shares of Bank of N.T. Butterfield & Son worth $10K as of Q3 2026.
Fortitude Family Office sold 4 Bank of N.T. Butterfield & Son shares in Q3 2026, an estimated $242.
Bank of N.T. Butterfield & Son made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1215 holding.
Fortitude Family Office first reported a position in Bank of N.T. Butterfield & Son in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Bank of N.T. Butterfield & Son position peaked at $10.5K in Q2 2026.
19 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.