Key Financial Inc’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8
Closed -$1.09K 1449
2025
Q4
$1.09K Hold
8
﹤0.01% 1243
2025
Q3
$1.05K Sell
8
-4
-33% -$515 ﹤0.01% 1265
2025
Q2
$1.52K Hold
12
﹤0.01% 1220
2025
Q1
$1.18K Hold
12
﹤0.01% 1208
2024
Q4
$1.23K Hold
12
﹤0.01% 1207
2024
Q3
$1.08K Buy
+12
New +$1.05K ﹤0.01% 1184

Other funds holding NTRS

Key Financial Inc's NTRS Position: Q1 2026 in Review

Key Financial Inc sold out of Northern Trust (NTRS) in Q1 2026, closing a stake of 8 shares — an estimated $1.09K sold.

Key Financial Inc first reported a position in NTRS in Q3 2024 and held it in 6 quarters. The position peaked at $1.52K in Q2 2025. 961 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Key Financial Inc reported no remaining Northern Trust position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 8 Northern Trust shares in Q1 2026, an estimated $1.09K.
  • Key Financial Inc first reported a position in Northern Trust in Q3 2024 and held it in 6 quarters.
  • Key Financial Inc's Northern Trust position peaked at $1.52K in Q2 2025.
  • 961 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.