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Global Retirement Partners’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Global Retirement Partners’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 		$14.6K Buy
+245
New +$13.9K ﹤0.01% 3226
2025
Q4 		$4.04K Buy
+81
New +$3.73K ﹤0.01% 3504

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

Global Retirement Partners's NTB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q2 2026: 245 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #3226 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NTB as recently as Q4 2025.

Global Retirement Partners first reported a position in NTB in Q4 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Global Retirement Partners held 245 shares of Bank of N.T. Butterfield & Son worth $14.6K as of Q2 2026.
  • Bank of N.T. Butterfield & Son was a new Global Retirement Partners position in Q2 2026.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3226 holding.
  • Global Retirement Partners first reported a position in Bank of N.T. Butterfield & Son in Q4 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.