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

Kingswood Wealth 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 		$203K Buy
+3,405
New +$193K 0.01% 943
2025
Q3 		– Sell
-7,540
Closed -$334K – 828
2025
Q2 		$334K Buy
+7,540
New +$309K 0.03% 536

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

Kingswood Wealth Advisors's NTB Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q2 2026: 3,405 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in NTB as recently as Q2 2025.

Kingswood Wealth Advisors first reported a position in NTB in Q2 2025 and has held it in 2 quarters since. The position peaked at $334K in Q2 2025. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Kingswood Wealth Advisors held 3,405 shares of Bank of N.T. Butterfield & Son worth $203K as of Q2 2026.
  • Bank of N.T. Butterfield & Son was a new Kingswood Wealth Advisors position in Q2 2026.
  • Bank of N.T. Butterfield & Son made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #943 holding.
  • Kingswood Wealth Advisors first reported a position in Bank of N.T. Butterfield & Son in Q2 2025 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Bank of N.T. Butterfield & Son position peaked at $334K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.