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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
Q2 		$536 Buy
9
+5
+125% +$283 ﹤0.01% 964
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 $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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Davis Selected Advisers
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

HFM Investment Advisors's NTB Position: Q2 2026 in Review

HFM Investment Advisors increased its Bank of N.T. Butterfield & Son (NTB) stake by 125% in Q2 2026, buying an estimated $283 and bringing the position to 9 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #964.

HFM Investment Advisors first reported a position in NTB in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Bank of N.T. Butterfield & Son worth $536 as of Q2 2026.
  • HFM Investment Advisors bought 5 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $283.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #964 holding.
  • HFM Investment Advisors first reported a position in Bank of N.T. Butterfield & Son in Q1 2025 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.