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Juncture Wealth Strategies’s Northern Trust NTRS Stock Holding History

Juncture Wealth Strategies’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 		$681K Sell
3,920
-200
-5% -$32.9K 0.18% 89
2026
Q1 		$575K Sell
4,120
-92
-2% -$13.2K 0.19% 75
2025
Q4 		$575K Hold
4,212
– – 0.19% 69
2025
Q3 		$567K Hold
4,212
– – 0.19% 66
2025
Q2 		$534K Hold
4,212
– – 0.19% 67
2025
Q1 		$416K Hold
4,212
– – 0.16% 82
2024
Q4 		$432K Buy
4,212
+100
+2% +$10.2K 0.16% 82
2024
Q3 		$370K Buy
4,112
+450
+12% +$39.3K 0.14% 87
2024
Q2 		$308K Buy
+3,662
New +$307K 0.13% 82

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

Juncture Wealth Strategies's NTRS Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Northern Trust (NTRS) stake by 4.9% in Q2 2026, selling an estimated $32.9K and leaving 3,920 shares worth $681K. The position accounts for 0.18% of the portfolio, ranked #89.

Juncture Wealth Strategies first reported a position in NTRS in Q2 2024 and has held it in 9 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Juncture Wealth Strategies held 3,920 shares of Northern Trust worth $681K as of Q2 2026.
  • Juncture Wealth Strategies sold 200 Northern Trust shares in Q2 2026, an estimated $32.9K.
  • Northern Trust made up 0.18% of Juncture Wealth Strategies's portfolio in Q2 2026, its #89 holding.
  • Juncture Wealth Strategies first reported a position in Northern Trust in Q2 2024 and has held it in 9 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.