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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Creative Planning's NTRS Position: Q2 2026 in Review

Creative Planning increased its Northern Trust (NTRS) stake by 12% in Q2 2026, buying an estimated $1.39M and bringing the position to 78,534 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #684.

Creative Planning first reported a position in NTRS in Q2 2013 and has held it in 52 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Creative Planning held 78,534 shares of Northern Trust worth $13.7M as of Q2 2026.
  • Creative Planning bought 8,410 Northern Trust shares in Q2 2026, an estimated $1.39M.
  • Northern Trust made up 0.01% of Creative Planning's portfolio in Q2 2026, its #684 holding.
  • Creative Planning first reported a position in Northern Trust in Q2 2013 and has held it in 52 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.