Bragg Financial Advisors, Inc
Position in NTB — Bank of N.T. Butterfield & Son Ltd
CIK 1327055
CHARLOTTE, NC
Position in NTB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,068,490
+$13,905,856 QoQ
Shares Held
370,899
+138.5% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#20
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $84,085,158 across 6 Banks - Diversified names. NTB ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
101,376 | $33,183,406 | |
| 2 | NTB |
Bank of N.T. Butterfield & Son Ltd
This page
|
370,899 | $22,068,490 | |
| 3 | RY |
Royal Bank Of Canada
|
97,623 | $20,205,032 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,687 | $4,148,427 | |
| 5 | BAC |
Bank Of America Corp /De/
|
61,659 | $3,513,329 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
11,695 | $966,474 |
All Filings in NTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,068,490 | 370,899 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,162,634 | 155,538 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||