FWM
NTRS icon

Forza Wealth Management’s Northern Trust NTRS Stock Holding History

Forza Wealth Management’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 		$375K Hold
2,159
– – 0.12% 154
2026
Q1 		$301K Hold
2,159
– – 0.1% 160
2025
Q4 		$295K Hold
2,159
– – 0.11% 160
2025
Q3 		$291K Hold
2,159
– – 0.11% 160
2025
Q2 		$274K Hold
2,159
– – 0.11% 167
2025
Q1 		$213K Hold
2,159
– – 0.1% 170
2024
Q4 		$221K Buy
+2,159
New +$221K 0.1% 174

Other funds holding NTRS

Robeco Institutional Asset Management
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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
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
II
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

Forza Wealth Management's NTRS Position: Q2 2026 in Review

Forza Wealth Management held its Northern Trust (NTRS) position steady in Q2 2026 at 2,159 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #154.

Forza Wealth Management first reported a position in NTRS in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Forza Wealth Management held 2,159 shares of Northern Trust worth $375K as of Q2 2026.
  • Forza Wealth Management left its Northern Trust share count unchanged in Q2 2026.
  • Northern Trust made up 0.12% of Forza Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Forza Wealth Management first reported a position in Northern Trust in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.