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

Mercer Global 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	$1.03M	Buy	17,336 +2,690	+18%	+$152K	﹤0.01%	1719
2026 Q1	$769K	Buy	14,646 +2,509	+21%	+$129K	﹤0.01%	1705
2025 Q4	$605K	Buy	12,137 +2,678	+28%	+$123K	﹤0.01%	1742
2025 Q3	$406K	Buy	+9,459	New	+$426K	﹤0.01%	1886
2020 Q1	–	Sell	-10,015	Closed	-$371K	–	1205
2019 Q4	$371K	Buy	10,015 +162	+2%	+$5.41K	0.01%	836
2019 Q3	$292K	Sell	9,853 -5,077	-34%	-$154K	0.01%	894
2019 Q2	$507K	Sell	14,930 -2,834	-16%	-$105K	0.01%	677
2019 Q1	$637K	Buy	+17,764	New	+$638K	0.02%	555

Other funds holding NTB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mercer Global Advisors's NTB Position: Q2 2026 in Review

Mercer Global Advisors increased its Bank of N.T. Butterfield & Son (NTB) stake by 18% in Q2 2026, buying an estimated $152K and bringing the position to 17,336 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Mercer Global Advisors first reported a position in NTB in Q1 2019 and has held it in 8 quarters since. 251 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

Mercer Global Advisors held 17,336 shares of Bank of N.T. Butterfield & Son worth $1.03M as of Q2 2026.
Mercer Global Advisors bought 2,690 Bank of N.T. Butterfield & Son shares in Q2 2026, an estimated $152K.
Bank of N.T. Butterfield & Son made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1719 holding.
Mercer Global Advisors first reported a position in Bank of N.T. Butterfield & Son in Q1 2019 and has held it in 8 quarters since.
251 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.