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Wealthspire Advisors (New York)’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-232
Closed -$9.96K – 2244
2025
Q3 		$9.96K Buy
+232
New +$10.5K ﹤0.01% 2016

Other funds holding NTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 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 $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s NTB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bank of N.T. Butterfield & Son (NTB) in Q4 2025, closing a stake of 232 shares — an estimated $9.96K sold.

Wealthspire Advisors (New York) first reported a position in NTB in Q3 2025 and held it in 1 quarter. The position peaked at $9.96K in Q3 2025. 222 funds tracked by Wall St. Rank hold NTB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bank of N.T. Butterfield & Son position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 232 Bank of N.T. Butterfield & Son shares in Q4 2025, an estimated $9.96K.
  • Wealthspire Advisors (New York) first reported a position in Bank of N.T. Butterfield & Son in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bank of N.T. Butterfield & Son position peaked at $9.96K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.