Cyndeo Wealth Partners’s Northern Trust NTRS Stock Holding History

Cyndeo Wealth Partners’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	$546K	Hold	3,142	–	–	0.03%	340
2026 Q1	$439K	Hold	3,142	–	–	0.02%	345
2025 Q4	$429K	Hold	3,142	–	–	0.02%	340
2025 Q3	$423K	Buy	3,142 +12	+0.4%	+$1.54K	0.02%	332
2025 Q2	$397K	Sell	3,130 -45	-1%	-$4.6K	0.02%	332
2025 Q1	$313K	Buy	3,175 +74	+2%	+$7.85K	0.02%	360
2024 Q4	$318K	Sell	3,101 -7	-0.2%	-$716	0.02%	359
2024 Q3	$280K	Buy	3,108 +92	+3%	+$8.04K	0.02%	382
2024 Q2	$253K	Sell	3,016 -7	-0.2%	-$588	0.02%	352
2024 Q1	$269K	Sell	3,023 -5	-0.2%	-$410	0.02%	334
2023 Q4	$256K	Buy	3,028 +7	+0.2%	+$518	0.02%	322
2023 Q3	$210K	Buy	3,021 +5	+0.2%	+$378	0.02%	320
2023 Q2	$224K	Hold	3,016	–	–	0.02%	302
2023 Q1	$266K	Sell	3,016 -45	-1%	-$4.17K	0.03%	278
2022 Q4	$271K	Buy	+3,061	New	+$268K	0.03%	267

Other funds holding NTRS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cyndeo Wealth Partners's NTRS Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Northern Trust (NTRS) position steady in Q2 2026 at 3,142 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #340.

Cyndeo Wealth Partners first reported a position in NTRS in Q4 2022 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

Cyndeo Wealth Partners held 3,142 shares of Northern Trust worth $546K as of Q2 2026.
Cyndeo Wealth Partners left its Northern Trust share count unchanged in Q2 2026.
Northern Trust made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #340 holding.
Cyndeo Wealth Partners first reported a position in Northern Trust in Q4 2022 and has held it in 15 quarters since.
180 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.