Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.36M Sell
23,464
-97
-0.4% -$5.86K ﹤0.01% 1957
2026
Q2 		$1.42M Buy
23,561
+1,547
+7% +$87.5K ﹤0.01% 1823
2026
Q1 		$1.18M Buy
22,014
+3,941
+22% +$202K ﹤0.01% 1693
2025
Q4 		$903K Buy
18,073
+2,787
+18% +$128K ﹤0.01% 2026
2025
Q3 		$643K Buy
15,286
+3,718
+32% +$168K ﹤0.01% 2163
2025
Q2 		$536K Buy
11,568
+1,903
+20% +$77.9K ﹤0.01% 2175
2025
Q1 		$376K Buy
9,665
+918
+10% +$34.7K ﹤0.01% 2259
2024
Q4 		$320K Sell
8,747
-206
-2% -$7.71K ﹤0.01% 2332
2024
Q3 		$330K Buy
+8,953
New +$331K ﹤0.01% 2107

Other funds holding NTB

TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Wealth Enhancement Advisory Services's NTB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Bank of N.T. Butterfield & Son (NTB) stake by 0.41% in Q3 2026, selling an estimated $5.86K and leaving 23,464 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Wealth Enhancement Advisory Services first reported a position in NTB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q2 2026. 9 funds tracked by Wall St. Rank hold NTB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,464 shares of Bank of N.T. Butterfield & Son worth $1.36M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 97 Bank of N.T. Butterfield & Son shares in Q3 2026, an estimated $5.86K.
  • Bank of N.T. Butterfield & Son made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1957 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank of N.T. Butterfield & Son in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Bank of N.T. Butterfield & Son position peaked at $1.42M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.