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

IFP 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 		$25.1K Sell
422
-65
-13% -$3.68K ﹤0.01% 2837
2026
Q1 		$25.6K Hold
487
– – ﹤0.01% 2647
2025
Q4 		$24.3K Buy
487
+325
+201% +$15K ﹤0.01% 2623
2025
Q3 		$6.95K Buy
162
+10
+7% +$451 ﹤0.01% 3083
2025
Q2 		$6.73K Buy
152
+143
+1,589% +$5.85K ﹤0.01% 3164
2025
Q1 		$350 Hold
9
– – ﹤0.01% 3538
2024
Q4 		$329 Buy
+9
New +$337 ﹤0.01% 3539
2023
Q4 		– Sell
-93
Closed -$2.52K – 3233
2023
Q3 		$2.52K Sell
93
-2,300
-96% -$66.9K ﹤0.01% 2767
2023
Q2 		$65.5K Hold
2,393
– – ﹤0.01% 1497
2023
Q1 		$115K Buy
2,393
+2,256
+1,647% +$72K 0.01% 1183
2022
Q4 		$6K Sell
137
-16
-10% -$529 ﹤0.01% 3708
2022
Q3 		$7K Hold
153
– – ﹤0.01% 3866
2022
Q2 		$7K Hold
153
– – ﹤0.01% 3611
2022
Q1 		$7K Buy
153
+60
+65% +$2.28K ﹤0.01% 3610
2021
Q4 		$4K Hold
93
– – ﹤0.01% 2582
2021
Q3 		$3K Hold
93
– – ﹤0.01% 2737
2021
Q2 		$3K Hold
93
– – ﹤0.01% 2646
2021
Q1 		$4K Sell
93
-116
-56% -$4.09K ﹤0.01% 2486
2020
Q4 		$7K Hold
209
– – ﹤0.01% 2201
2020
Q3 		$5K Hold
209
– – ﹤0.01% 2183
2020
Q2 		$5K Hold
209
– – ﹤0.01% 2097
2020
Q1 		$4K Buy
209
+93
+80% +$2.73K ﹤0.01% 2164
2019
Q4 		$4K Hold
116
– – ﹤0.01% 2273
2019
Q3 		$3K Buy
+116
New +$3.52K ﹤0.01% 2556
2018
Q4 		– Sell
-116
Closed -$6K – 3759
2018
Q3 		$6K Buy
+116
New +$5.85K ﹤0.01% 3137

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

IFP Advisors's NTB Position: Q2 2026 in Review

IFP Advisors reduced its Bank of N.T. Butterfield & Son (NTB) stake by 13% in Q2 2026, selling an estimated $3.68K and leaving 422 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

IFP Advisors first reported a position in NTB in Q3 2018 and has held it in 25 quarters since. The position peaked at $115K in Q1 2023. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • IFP Advisors held 422 shares of Bank of N.T. Butterfield & Son worth $25.1K as of Q2 2026.
  • IFP Advisors sold 65 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $3.68K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2837 holding.
  • IFP Advisors first reported a position in Bank of N.T. Butterfield & Son in Q3 2018 and has held it in 25 quarters since.
  • IFP Advisors's Bank of N.T. Butterfield & Son position peaked at $115K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.