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Mascoma Wealth Management’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Mascoma Wealth Management’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
2025
Q4 		– Sell
-40
Closed -$1.72K – 511
2025
Q3 		$1.72K Hold
40
– – ﹤0.01% 425
2025
Q2 		$1.77K Hold
40
– – ﹤0.01% 441
2025
Q1 		$1.56K Buy
+40
New +$1.51K ﹤0.01% 465

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mascoma Wealth Management's NTB Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Bank of N.T. Butterfield & Son (NTB) in Q4 2025, closing a stake of 40 shares — an estimated $1.72K sold.

Mascoma Wealth Management first reported a position in NTB in Q1 2025 and held it in 3 quarters. The position peaked at $1.77K in Q2 2025. 222 funds tracked by Wall St. Rank hold NTB as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Bank of N.T. Butterfield & Son position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 40 Bank of N.T. Butterfield & Son shares in Q4 2025, an estimated $1.72K.
  • Mascoma Wealth Management first reported a position in Bank of N.T. Butterfield & Son in Q1 2025 and held it in 3 quarters.
  • Mascoma Wealth Management's Bank of N.T. Butterfield & Son position peaked at $1.77K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.