Convergence Investment Partners’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.58M Buy
55,105
+18,958
+52% +$3.12M 0.91% 18
2026
Q1
$5.05M Buy
+36,147
New +$5.2M 0.83% 29
2025
Q2
Sell
-10,288
Closed -$1.01M 273
2025
Q1
$1.01M Sell
10,288
-15,138
-60% -$1.61M 0.28% 124
2024
Q4
$2.61M Buy
25,426
+8,629
+51% +$882K 0.58% 44
2024
Q3
$1.51M Buy
+16,797
New +$1.47M 0.41% 78
2018
Q2
Sell
-735
Closed -$76K 698
2018
Q1
$76K Buy
+735
New +$76.9K 0.01% 380

Other funds holding NTRS

Convergence Investment Partners's NTRS Position: Q2 2026 in Review

Convergence Investment Partners increased its Northern Trust (NTRS) stake by 52% in Q2 2026, buying an estimated $3.12M and bringing the position to 55,105 shares worth $9.58M. The position accounts for 0.91% of the portfolio, ranked #18.

Convergence Investment Partners first reported a position in NTRS in Q1 2018 and has held it in 6 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Convergence Investment Partners held 55,105 shares of Northern Trust worth $9.58M as of Q2 2026.
  • Convergence Investment Partners bought 18,958 Northern Trust shares in Q2 2026, an estimated $3.12M.
  • Northern Trust made up 0.91% of Convergence Investment Partners's portfolio in Q2 2026, its #18 holding.
  • Convergence Investment Partners first reported a position in Northern Trust in Q1 2018 and has held it in 6 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.