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Root Financial Partners, LLC → NTB

Root Financial Partners, LLC NTB Position History

The Bank of N.T. Butterfield & Son Limited

Quarters held
4
Latest value
$24K
Q3 2026
Peak value
$24K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9K
Q4 2025$11K
Q1 2026$19K
Q3 2026$24K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24K417——
Q1 2026$19K366——
Q4 2025$11K226——
Q3 2025$9K199——

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