KINGSWOOD WEALTH ADVISORS, LLC
Position in NTB — Bank of N.T. Butterfield & Son Ltd
CIK 1987855
SAN DIEGO, CA
Position in NTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$202,597
-$131,274 QoQ
Shares Held
3,405
-54.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 249 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. NTB ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,945 | $19,621,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,963 | $6,208,711 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,021 | $2,315,655 | |
| 4 | C |
Citigroup Inc
|
15,609 | $2,184,635 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,415 | $852,725 | |
| 6 | RY |
Royal Bank Of Canada
|
2,211 | $457,610 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,206 | $213,100 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
This page
|
3,405 | $202,597 |
All Filings in NTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,597 | 3,405 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $333,871 | 7,540 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||