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

Rialto 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
2026
Q1 		$368 Buy
7
+1
+17% +$51 ﹤0.01% 1494
2025
Q4 		$299 Buy
6
+2
+50% +$92 ﹤0.01% 1425
2025
Q3 		$172 Hold
4
– – ﹤0.01% 1519
2025
Q2 		$178 Buy
+4
New +$164 ﹤0.01% 1417

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $797M AUM 111.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Rialto Wealth Management's NTB Position: Q1 2026 in Review

Rialto Wealth Management increased its Bank of N.T. Butterfield & Son (NTB) stake by 17% in Q1 2026, buying an estimated $51 and bringing the position to 7 shares worth $368. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Rialto Wealth Management first reported a position in NTB in Q2 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold NTB as of Q1 2026.

  • Rialto Wealth Management held 7 shares of Bank of N.T. Butterfield & Son worth $368 as of Q1 2026.
  • Rialto Wealth Management bought 1 Bank of N.T. Butterfield & Son share in Q1 2026, an estimated $51.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1494 holding.
  • Rialto Wealth Management first reported a position in Bank of N.T. Butterfield & Son in Q2 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.