Elevation Wealth Partners
NTRS icon

Elevation Wealth Partners’s Northern Trust NTRS Stock Holding History

Elevation 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
Q3 		$40.5K Buy
239
+118
+98% +$21.6K 0.01% 457
2026
Q2 		$21K Buy
121
+69
+133% +$11.4K 0.01% 576
2026
Q1 		$7.26K Buy
52
+22
+73% +$3.16K ﹤0.01% 599
2025
Q4 		$4.1K Buy
30
+6
+25% +$788 ﹤0.01% 672
2025
Q3 		$3.23K Buy
+24
New +$3.09K ﹤0.01% 554

Other funds holding NTRS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Elevation Wealth Partners's NTRS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Northern Trust (NTRS) stake by 98% in Q3 2026, buying an estimated $21.6K and bringing the position to 239 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #457.

Elevation Wealth Partners first reported a position in NTRS in Q3 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Elevation Wealth Partners held 239 shares of Northern Trust worth $40.5K as of Q3 2026.
  • Elevation Wealth Partners bought 118 Northern Trust shares in Q3 2026, an estimated $21.6K.
  • Northern Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #457 holding.
  • Elevation Wealth Partners first reported a position in Northern Trust in Q3 2025 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.