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Essential Partners’s Northern Trust NTRS Stock Holding History

Essential 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 		$313K Hold
1,851
– – 0.14% 152
2026
Q2 		$322K Buy
1,851
+139
+8% +$22.9K 0.15% 145
2026
Q1 		$239K Hold
1,712
– – 0.08% 263
2025
Q4 		$234K Buy
1,712
+1,199
+234% +$157K 0.07% 290
2025
Q3 		$69K Buy
513
+386
+304% +$49.7K 0.02% 523
2025
Q2 		$16.1K Buy
+127
New +$13K 0.01% 732

Other funds holding NTRS

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Essential Partners's NTRS Position: Q3 2026 in Review

Essential Partners held its Northern Trust (NTRS) position steady in Q3 2026 at 1,851 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #152.

Essential Partners first reported a position in NTRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $322K in Q2 2026. 107 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Essential Partners held 1,851 shares of Northern Trust worth $313K as of Q3 2026.
  • Essential Partners left its Northern Trust share count unchanged in Q3 2026.
  • Northern Trust made up 0.14% of Essential Partners's portfolio in Q3 2026, its #152 holding.
  • Essential Partners first reported a position in Northern Trust in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Northern Trust position peaked at $322K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.