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GoalVest Advisory’s Northern Trust NTRS Stock Holding History

GoalVest Advisory’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 		$7.11K Buy
+42
New +$7.68K ﹤0.01% 498

Other funds holding NTRS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's NTRS Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Northern Trust (NTRS) in Q3 2026: 42 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

6 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • GoalVest Advisory held 42 shares of Northern Trust worth $7.11K as of Q3 2026.
  • Northern Trust was a new GoalVest Advisory position in Q3 2026.
  • Northern Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #498 holding.
  • 6 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.