HHM Wealth Advisors’s Northern Trust NTRS Stock Holding History

HHM Wealth Advisors’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	$27.8K	Hold	160	–	–	﹤0.01%	479
2026 Q1	$22.3K	Hold	160	–	–	﹤0.01%	494
2025 Q4	$21.9K	Hold	160	–	–	﹤0.01%	485
2025 Q3	$21.5K	Sell	160 -13	-8%	-$1.67K	﹤0.01%	501
2025 Q2	$21.9K	Hold	173	–	–	﹤0.01%	496
2025 Q1	$17.1K	Sell	173 -60	-26%	-$6.37K	﹤0.01%	518
2024 Q4	$23.9K	Buy	233 +13	+6%	+$1.33K	﹤0.01%	474
2024 Q3	$19.8K	Hold	220	–	–	﹤0.01%	468
2024 Q2	$18.5K	Hold	220	–	–	﹤0.01%	467
2024 Q1	$19.6K	Hold	220	–	–	﹤0.01%	415
2023 Q4	$18.6K	Buy	+220	New	+$16.3K	﹤0.01%	420

Other funds holding NTRS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return