Superior Planning, LLC’s Northern Trust NTRS Stock Holding History

Superior Planning, LLC’s Portfolio NTRS Stock Details NTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$339	Buy	+2	New	+$366	﹤0.01%	1959

Other funds holding NTRS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's NTRS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Northern Trust (NTRS) in Q3 2026: 2 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #1959 among its holdings.

731 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

Superior Planning, LLC held 2 shares of Northern Trust worth $339 as of Q3 2026.
Northern Trust was a new Superior Planning, LLC position in Q3 2026.
Northern Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1959 holding.
731 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.