Creative Planning

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

CIK 1540235 OVERLAND PARK, KS

Position in NTB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,133,227

+$1,509,123 QoQ

Shares Held

69,466

+38.9% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 252 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. NTB ranks #19 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,591,305	$520,881,865
2	BAC	Bank Of America Corp /De/	3,866,843	$220,332,714
3	WFC	Wells Fargo & Company/Mn	1,444,769	$119,395,709
4	RY	Royal Bank Of Canada	316,346	$65,474,131
5	C	Citigroup Inc	382,940	$53,596,281
6	TD	Toronto Dominion Bank	310,241	$37,672,563
7	SAN	Banco Santander, S.A.	2,596,097	$35,826,138
8	MUFG	Mitsubishi Ufj Financial Group Inc	1,548,878	$30,807,182

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,133,227	69,466	+38.9%	Shares	Defined	2026-08-13
2026-03-31	$2,624,104	50,002	+22.9%	Shares	Sole	2026-05-12
2025-12-31	$2,026,926	40,685	+23.0%	Shares	Sole	2026-02-17
2025-09-30	$1,419,835	33,081	+66.9%	Shares	Defined	2025-11-14
2025-06-30	$877,407	19,815	+58.1%	Shares	Sole	2025-08-08
2025-03-31	$487,706	12,531	+39.7%	Shares	Sole	2025-05-15
2024-12-31	$327,890	8,971	+5.9%	Shares	Sole	2025-02-14
2024-09-30	$312,484	8,473	+1.9%	Shares	Sole	2024-10-11
2024-06-30	$292,022	8,315	-33.4%	Shares	Sole	2024-08-15
2024-03-31	$399,587	12,491	+99.2%	Shares	Sole	2024-05-13
2021-03-31	$239,715	6,272	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.