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Larson Financial Group’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Larson Financial Group’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 		$8.81K Buy
148
+47
+47% +$2.66K ﹤0.01% 2480
2026
Q1 		$5.3K Buy
101
+46
+84% +$2.36K ﹤0.01% 2580
2025
Q4 		$2.74K Buy
55
+51
+1,275% +$2.35K ﹤0.01% 2693
2025
Q3 		$172 Buy
+4
New +$180 ﹤0.01% 3278

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

Larson Financial Group's NTB Position: Q2 2026 in Review

Larson Financial Group increased its Bank of N.T. Butterfield & Son (NTB) stake by 47% in Q2 2026, buying an estimated $2.66K and bringing the position to 148 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Larson Financial Group first reported a position in NTB in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Larson Financial Group held 148 shares of Bank of N.T. Butterfield & Son worth $8.81K as of Q2 2026.
  • Larson Financial Group bought 47 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $2.66K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2480 holding.
  • Larson Financial Group first reported a position in Bank of N.T. Butterfield & Son in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.