Creative Planning
Position in NTB — Bank of N.T. Butterfield & Son Ltd
CIK 1540235
OVERLAND PARK, KS
Position in NTB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,624,104
+$597,178 QoQ
Shares Held
50,002
+22.9% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0.8499660013599456.ToString("F0")%
Shared 0.ToString("F0")%
None 99.15003399864005.ToString("F0")%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. NTB ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,543,468 | $454,026,546 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,662,719 | $178,557,551 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,321,100 | $105,172,770 | |
| 4 | RY |
Royal Bank Of Canada
|
295,907 | $47,871,833 | |
| 5 | C |
Citigroup Inc
|
369,286 | $41,880,724 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
316,683 | $26,123,179 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,285,033 | $25,775,171 | |
| 8 | TD |
Toronto Dominion Bank
|
264,504 | $24,680,867 |
All Filings in NTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,624,104 | 50,002 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,026,926 | 40,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,419,835 | 33,081 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $877,407 | 19,815 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $487,706 | 12,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $327,890 | 8,971 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $312,484 | 8,473 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $292,022 | 8,315 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $399,587 | 12,491 | 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. | ||||||