Focus Partners Wealth
NTRS icon

Focus Partners Wealth’s Northern Trust NTRS Stock Holding History

Focus Partners Wealth’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
Q1 		$8.55M Buy
60,499
+9,547
+19% +$1.37M 0.01% 765
2025
Q4 		$6.96M Buy
50,952
+30,337
+147% +$3.98M 0.01% 828
2025
Q3 		$2.77M Sell
20,615
-247
-1% -$31.8K ﹤0.01% 920
2025
Q2 		$2.65M Buy
20,862
+2,280
+12% +$233K 0.01% 832
2025
Q1 		$1.83M Sell
18,582
-2,685
-13% -$285K ﹤0.01% 871
2024
Q4 		$2.18M Buy
21,267
+1,990
+10% +$203K 0.01% 807
2024
Q3 		$1.74M Sell
19,277
-10,125
-34% -$885K 0.01% 802
2024
Q2 		$2.47M Buy
+29,402
New +$2.47M 0.01% 619

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

Focus Partners Wealth's NTRS Position: Q1 2026 in Review

Focus Partners Wealth increased its Northern Trust (NTRS) stake by 19% in Q1 2026, buying an estimated $1.37M and bringing the position to 60,499 shares worth $8.55M. The position accounts for 0.01% of the portfolio, ranked #765.

Focus Partners Wealth first reported a position in NTRS in Q2 2024 and has held it in 8 quarters since. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Focus Partners Wealth held 60,499 shares of Northern Trust worth $8.55M as of Q1 2026.
  • Focus Partners Wealth bought 9,547 Northern Trust shares in Q1 2026, an estimated $1.37M.
  • Northern Trust made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #765 holding.
  • Focus Partners Wealth first reported a position in Northern Trust in Q2 2024 and has held it in 8 quarters since.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.