Institute for Wealth Management’s Northern Trust NTRS Stock Holding History

Institute for 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	$42.1K	Buy	+242	New	+$39.9K	﹤0.01%	915

Other funds holding NTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Institute for Wealth Management's NTRS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Northern Trust (NTRS) in Q2 2026: 242 shares worth $42.1K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

584 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

Institute for Wealth Management held 242 shares of Northern Trust worth $42.1K as of Q2 2026.
Northern Trust was a new Institute for Wealth Management position in Q2 2026.
Northern Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #915 holding.
584 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.