Creative Planning
NTRS icon

Creative Planning’s Northern Trust NTRS Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-400
Closed -$3K – 2142
2018
Q1 		$3K Buy
+400
New +$41.8K ﹤0.01% 1976

Other funds holding NTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Creative Planning's NTRS Position: Q3 2026 in Review

Creative Planning increased its Northern Trust (NTRS) stake by 6.5% in Q3 2026, buying an estimated $927K and bringing the position to 83,607 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #760.

Creative Planning first reported a position in NTRS in Q2 2013 and has held it in 53 quarters since. 604 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Creative Planning held 83,607 shares of Northern Trust worth $14.2M as of Q3 2026.
  • Creative Planning bought 5,073 Northern Trust shares in Q3 2026, an estimated $927K.
  • Northern Trust made up 0.01% of Creative Planning's portfolio in Q3 2026, its #760 holding.
  • Creative Planning first reported a position in Northern Trust in Q2 2013 and has held it in 53 quarters since.
  • 604 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.