Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in NTB — Bank of N.T. Butterfield & Son Ltd

CIK 1510434 Seattle, WA

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Position in NTB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,345,744

+$686,740 QoQ

Shares Held

56,231

+11.0% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

of 16 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 96.27607547438247.ToString("F0")% Shared 0.ToString("F0")% None 3.7239245256175417.ToString("F0")%

Common Shares in NTB Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. NTB ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	90,555	$29,641,367
2	BNY	Bank of New York Mellon Corp	179,269	$25,924,089
3	BAC	Bank Of America Corp /De/	114,822	$6,542,557
4	C	Citigroup Inc	24,112	$3,374,715
5	NTB	Bank of N.T. Butterfield & Son Ltd This page	56,231	$3,345,744
6	WFC	Wells Fargo & Company/Mn	35,315	$2,918,431
7	SAN	Banco Santander, S.A.	77,843	$1,074,233
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	35,701	$894,666

All Filings in NTB

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,345,744	56,231	+11.0%	Shares	Sole	2026-07-15
2026-03-31	$2,659,004	50,667	+13.2%	Shares	Other	2026-05-04
2025-12-31	$2,229,793	44,757	+18.5%	Shares	Sole	2026-01-16
2025-09-30	$1,620,873	37,765	+22.8%	Shares	Sole	2025-11-10
2025-06-30	$1,361,300	30,743	+17.5%	Shares	Sole	2025-07-21
2025-03-31	$1,018,575	26,171	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.