Rothwell Investment Advisors, LLC’s Northern Trust NTRS Stock Holding History

Rothwell Investment Advisors, 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	$262K	Buy	+1,545	New	+$282K	0.14%	139

Other funds holding NTRS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NTRS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Northern Trust (NTRS) in Q3 2026: 1,545 shares worth $262K. The stake represents 0.14% of the portfolio and ranks #139 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,545 shares of Northern Trust worth $262K as of Q3 2026.
Northern Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Northern Trust made up 0.14% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #139 holding.
528 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.