YIH
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Y-Intercept (HK)’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Y-Intercept (HK)’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 		$1.67M Sell
28,063
-7,383
-21% -$418K 0.03% 810
2026
Q1 		$1.86M Buy
35,446
+16,664
+89% +$855K 0.04% 748
2025
Q4 		$936K Buy
18,782
+10,953
+140% +$505K 0.02% 1000
2025
Q3 		$336K Sell
7,829
-6,091
-44% -$275K 0.01% 1350
2025
Q2 		$616K Buy
13,920
+8,400
+152% +$344K 0.02% 1130
2025
Q1 		$215K Sell
5,520
-4,297
-44% -$163K 0.01% 1031
2024
Q4 		$359K Buy
+9,817
New +$367K 0.02% 871
2024
Q3 		– Sell
-6,876
Closed -$241K – 1642
2024
Q2 		$241K Buy
+6,876
New +$230K 0.01% 1106

Other funds holding NTB

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return