Bragg Financial Advisors, Inc
Position in NTB — Bank of N.T. Butterfield & Son Ltd
CIK 1327055
CHARLOTTE, NC
Position in NTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,162,634
New position
Shares Held
155,538
first reported quarter
Ownership
0.393%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 99.82640898044208.ToString("F0")%
Shared 0.ToString("F0")%
None 0.17359101955792153.ToString("F0")%
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $60,702,162 across 6 Banks - Diversified names. NTB ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,368 | $29,230,090 | |
| 2 | RY |
Royal Bank Of Canada
|
98,555 | $15,944,227 | |
| 3 | NTB |
Bank of N.T. Butterfield & Son Ltd
This page
|
155,538 | $8,162,634 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,056 | $3,446,913 | |
| 5 | BAC |
Bank Of America Corp /De/
|
60,895 | $2,968,631 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
11,929 | $949,667 |
All Filings in NTB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,162,634 | 155,538 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||