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

Olistico Wealth’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 		$11.9K Hold
200
– – 0.01% 238
2026
Q1 		$10.5K Hold
200
– – 0.01% 248
2025
Q4 		$9.96K Buy
+200
New +$9.22K ﹤0.01% 256
2025
Q3 		– Sell
-200
Closed -$8.86K – 256
2025
Q2 		$8.86K Hold
200
– – ﹤0.01% 268
2025
Q1 		$7.78K Hold
200
– – ﹤0.01% 263
2024
Q4 		$7.31K Hold
200
– – ﹤0.01% 255
2024
Q3 		$7.38K Hold
200
– – ﹤0.01% 261
2024
Q2 		$7.02K Buy
+200
New +$6.7K ﹤0.01% 258

Other funds holding NTB

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Olistico Wealth's NTB Position: Q2 2026 in Review

Olistico Wealth held its Bank of N.T. Butterfield & Son (NTB) position steady in Q2 2026 at 200 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #238.

Olistico Wealth first reported a position in NTB in Q2 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Olistico Wealth held 200 shares of Bank of N.T. Butterfield & Son worth $11.9K as of Q2 2026.
  • Olistico Wealth left its Bank of N.T. Butterfield & Son share count unchanged in Q2 2026.
  • Bank of N.T. Butterfield & Son made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #238 holding.
  • Olistico Wealth first reported a position in Bank of N.T. Butterfield & Son in Q2 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.