RAFFA WEALTH MANAGEMENT, LLC’s Bank of N.T. Butterfield & Son NTB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$60	Hold	1	–	–	﹤0.01%	1486
2026 Q1	$52	Buy	+1	New	+$51	﹤0.01%	1386
2021 Q4	–	Sell	-63	Closed	-$2.24K	–	1139
2021 Q3	$2.24K	Hold	63	–	–	﹤0.01%	583
2021 Q2	$2.23K	Sell	63 -10	-14%	-$378	﹤0.01%	591
2021 Q1	$2.79K	Buy	+73	New	+$2.58K	﹤0.01%	546

Other funds holding NTB

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 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 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

RAFFA WEALTH MANAGEMENT, LLC's NTB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Bank of N.T. Butterfield & Son (NTB) position steady in Q2 2026 at 1 share worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NTB in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.79K in Q1 2021. 54 funds tracked by Wall St. Rank hold NTB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Bank of N.T. Butterfield & Son worth $60 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC 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 RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1486 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bank of N.T. Butterfield & Son in Q1 2021 and has held it in 5 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Bank of N.T. Butterfield & Son position peaked at $2.79K in Q1 2021.
54 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.