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 Q3	$664K	Hold	3,920	–	–	0.17%	89
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Juncture Wealth Strategies's NTRS Position: Q3 2026 in Review

Juncture Wealth Strategies held its Northern Trust (NTRS) position steady in Q3 2026 at 3,920 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #89.

Juncture Wealth Strategies first reported a position in NTRS in Q2 2024 and has held it in 10 quarters since. The position peaked at $681K in Q2 2026. 40 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

Juncture Wealth Strategies held 3,920 shares of Northern Trust worth $664K as of Q3 2026.
Juncture Wealth Strategies left its Northern Trust share count unchanged in Q3 2026.
Northern Trust made up 0.17% of Juncture Wealth Strategies's portfolio in Q3 2026, its #89 holding.
Juncture Wealth Strategies first reported a position in Northern Trust in Q2 2024 and has held it in 10 quarters since.
Juncture Wealth Strategies's Northern Trust position peaked at $681K in Q2 2026.
40 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.