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BOK Financial Private Wealth’s Northern Trust NTRS Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-6
Closed -$620 – 610
2024
Q4 		$620 Buy
+6
New +$613 ﹤0.01% 564
2024
Q3 		– Hold
0
– – – 526

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOK Financial Private Wealth's NTRS Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Northern Trust (NTRS) in Q1 2025, closing a stake of 6 shares — an estimated $620 sold.

BOK Financial Private Wealth first reported a position in NTRS in Q4 2024 and held it in 1 quarter. The position peaked at $620 in Q4 2024. 784 funds tracked by Wall St. Rank hold NTRS as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Northern Trust position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 6 Northern Trust shares in Q1 2025, an estimated $620.
  • BOK Financial Private Wealth first reported a position in Northern Trust in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Northern Trust position peaked at $620 in Q4 2024.
  • 784 funds tracked by Wall St. Rank held Northern Trust as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.