BFC Planning, Inc.’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.1K Buy
225
+38
+20% +$6.26K ﹤0.01% 1675
2026
Q1
$26.1K Buy
+187
New +$26.9K ﹤0.01% 1594
2025
Q2
– Sell
-1,628
Closed -$161K – 2785
2025
Q1
$161K Buy
+1,628
New +$173K 0.01% 697

Other funds holding NTRS

BFC Planning, Inc.'s NTRS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Northern Trust (NTRS) stake by 20% in Q2 2026, buying an estimated $6.26K and bringing the position to 225 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

BFC Planning, Inc. first reported a position in NTRS in Q1 2025 and has held it in 3 quarters since. The position peaked at $161K in Q1 2025. 1,023 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • BFC Planning, Inc. held 225 shares of Northern Trust worth $39.1K as of Q2 2026.
  • BFC Planning, Inc. bought 38 Northern Trust shares in Q2 2026, an estimated $6.26K.
  • Northern Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1675 holding.
  • BFC Planning, Inc. first reported a position in Northern Trust in Q1 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Northern Trust position peaked at $161K in Q1 2025.
  • 1,023 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.