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HFM Investment Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History

HFM Investment 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
Q1 		$210 Hold
4
– – ﹤0.01% 979
2025
Q4 		$200 Hold
4
– – ﹤0.01% 1028
2025
Q3 		$172 Hold
4
– – ﹤0.01% 1036
2025
Q2 		$177 Buy
4
+2
+100% +$82 ﹤0.01% 1026
2025
Q1 		$78 Buy
+2
New +$76 ﹤0.01% 930

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

HFM Investment Advisors's NTB Position: Q1 2026 in Review

HFM Investment Advisors held its Bank of N.T. Butterfield & Son (NTB) position steady in Q1 2026 at 4 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #979.

HFM Investment Advisors first reported a position in NTB in Q1 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold NTB as of Q1 2026.

  • HFM Investment Advisors held 4 shares of Bank of N.T. Butterfield & Son worth $210 as of Q1 2026.
  • HFM Investment Advisors left its Bank of N.T. Butterfield & Son share count unchanged in Q1 2026.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #979 holding.
  • HFM Investment Advisors first reported a position in Bank of N.T. Butterfield & Son in Q1 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.