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Concurrent Investment Advisors’s Northern Trust NTRS Stock Holding History

Concurrent Investment Advisors’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
Q2 		$1.66M Sell
9,560
-1,779
-16% -$293K 0.01% 780
2026
Q1 		$1.58M Sell
11,339
-3,002
-21% -$432K 0.02% 695
2025
Q4 		$1.96M Buy
+14,341
New +$1.88M 0.02% 581

Other funds holding NTRS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's NTRS Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Northern Trust (NTRS) stake by 16% in Q2 2026, selling an estimated $293K and leaving 9,560 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #780.

Concurrent Investment Advisors first reported a position in NTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 442 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Concurrent Investment Advisors held 9,560 shares of Northern Trust worth $1.66M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,779 Northern Trust shares in Q2 2026, an estimated $293K.
  • Northern Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #780 holding.
  • Concurrent Investment Advisors first reported a position in Northern Trust in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Northern Trust position peaked at $1.96M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.