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Hemington Wealth Management’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$4K Buy
115
+12
+12% +$541 ﹤0.01% 1200
2025
Q2 		$4K Buy
103
+7
+7% +$287 ﹤0.01% 1176
2025
Q1 		$3K Buy
96
+28
+41% +$1.06K ﹤0.01% 1217
2024
Q4 		$2K Buy
68
+18
+36% +$674 ﹤0.01% 1302
2024
Q3 		$1K Buy
+50
New +$1.85K ﹤0.01% 1374

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $797M AUM 111.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Hemington Wealth Management's NTB Position: Q3 2025 in Review

Hemington Wealth Management increased its Bank of N.T. Butterfield & Son (NTB) stake by 12% in Q3 2025, buying an estimated $541 and bringing the position to 115 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Hemington Wealth Management first reported a position in NTB in Q3 2024 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold NTB as of Q3 2025.

  • Hemington Wealth Management held 115 shares of Bank of N.T. Butterfield & Son worth $4K as of Q3 2025.
  • Hemington Wealth Management bought 12 Bank of N.T. Butterfield & Son shares in Q3 2025, an estimated $541.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1200 holding.
  • Hemington Wealth Management first reported a position in Bank of N.T. Butterfield & Son in Q3 2024 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.