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

True Wealth Design’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
Q3 		$12K Hold
208
– – ﹤0.01% 999
2026
Q2 		$12.4K Hold
208
– – ﹤0.01% 989
2026
Q1 		$10.9K Sell
208
-4
-2% -$205 ﹤0.01% 946
2025
Q4 		$10.6K Buy
212
+14
+7% +$645 ﹤0.01% 844
2025
Q3 		$8.5K Buy
198
+73
+58% +$3.29K ﹤0.01% 891
2025
Q2 		$5.54K Buy
125
+98
+363% +$4.01K ﹤0.01% 766
2025
Q1 		$1.05K Sell
27
-90
-77% -$3.4K ﹤0.01% 1249
2024
Q4 		$4.28K Sell
117
-102
-47% -$3.82K ﹤0.01% 561
2024
Q3 		$8.08K Buy
+219
New +$8.1K ﹤0.01% 459

Other funds holding NTB

TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

True Wealth Design's NTB Position: Q3 2026 in Review

True Wealth Design held its Bank of N.T. Butterfield & Son (NTB) position steady in Q3 2026 at 208 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

True Wealth Design first reported a position in NTB in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold NTB as of Q3 2026.

  • True Wealth Design held 208 shares of Bank of N.T. Butterfield & Son worth $12K as of Q3 2026.
  • True Wealth Design left its Bank of N.T. Butterfield & Son share count unchanged in Q3 2026.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #999 holding.
  • True Wealth Design first reported a position in Bank of N.T. Butterfield & Son in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Bank of N.T. Butterfield & Son position peaked at $12.4K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.