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

Valued Wealth 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 		$2.14K Buy
+36
New +$2.04K ﹤0.01% 654

Other funds holding NTB

JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Valued Wealth Advisors's NTB Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Bank of N.T. Butterfield & Son (NTB) in Q2 2026: 36 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

42 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

  • Valued Wealth Advisors held 36 shares of Bank of N.T. Butterfield & Son worth $2.14K as of Q2 2026.
  • Bank of N.T. Butterfield & Son was a new Valued Wealth Advisors position in Q2 2026.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #654 holding.
  • 42 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.