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CFO4Life Group’s Northern Trust NTRS Stock Holding History

CFO4Life Group’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
Q1 		$810K Sell
5,802
-163
-3% -$23.5K 0.12% 79
2025
Q4 		$815K Sell
5,965
-285
-5% -$37.4K 0.12% 87
2025
Q3 		$841K Buy
6,250
+38
+0.6% +$4.89K 0.12% 88
2025
Q2 		$788K Buy
6,212
+109
+2% +$11.1K 0.12% 86
2025
Q1 		$602K Sell
6,103
-233
-4% -$24.7K 0.1% 104
2024
Q4 		$649K Buy
+6,336
New +$648K 0.11% 100

Other funds holding NTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

CFO4Life Group's NTRS Position: Q1 2026 in Review

CFO4Life Group reduced its Northern Trust (NTRS) stake by 2.7% in Q1 2026, selling an estimated $23.5K and leaving 5,802 shares worth $810K. The position accounts for 0.12% of the portfolio, ranked #79.

CFO4Life Group first reported a position in NTRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $841K in Q3 2025. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • CFO4Life Group held 5,802 shares of Northern Trust worth $810K as of Q1 2026.
  • CFO4Life Group sold 163 Northern Trust shares in Q1 2026, an estimated $23.5K.
  • Northern Trust made up 0.12% of CFO4Life Group's portfolio in Q1 2026, its #79 holding.
  • CFO4Life Group first reported a position in Northern Trust in Q4 2024 and has held it in 6 quarters since.
  • CFO4Life Group's Northern Trust position peaked at $841K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.