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Joseph Group Capital Management’s Northern Trust NTRS Stock Holding History

Joseph Group Capital 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 		$11.5K Buy
66
+9
+16% +$1.48K ﹤0.01% 321
2026
Q1 		$7.96K Buy
+57
New +$8.2K ﹤0.01% 318

Other funds holding NTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Joseph Group Capital Management's NTRS Position: Q2 2026 in Review

Joseph Group Capital Management increased its Northern Trust (NTRS) stake by 16% in Q2 2026, buying an estimated $1.48K and bringing the position to 66 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Joseph Group Capital Management first reported a position in NTRS in Q1 2026 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Joseph Group Capital Management held 66 shares of Northern Trust worth $11.5K as of Q2 2026.
  • Joseph Group Capital Management bought 9 Northern Trust shares in Q2 2026, an estimated $1.48K.
  • Northern Trust made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #321 holding.
  • Joseph Group Capital Management first reported a position in Northern Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.