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

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

Creative Planning's NTRS Position: Q1 2026 in Review

Creative Planning increased its Northern Trust (NTRS) stake by 27% in Q1 2026, buying an estimated $2.12M and bringing the position to 70,124 shares worth $9.79M. The position accounts for 0.01% of the portfolio, ranked #702.

Creative Planning first reported a position in NTRS in Q2 2013 and has held it in 51 quarters since. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Creative Planning held 70,124 shares of Northern Trust worth $9.79M as of Q1 2026.
  • Creative Planning bought 14,732 Northern Trust shares in Q1 2026, an estimated $2.12M.
  • Northern Trust made up 0.01% of Creative Planning's portfolio in Q1 2026, its #702 holding.
  • Creative Planning first reported a position in Northern Trust in Q2 2013 and has held it in 51 quarters since.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.