Kingswood Wealth Advisors’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
Other funds holding NTRS
Kingswood Wealth Advisors's NTRS Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its Northern Trust (NTRS) stake by 0.55% in Q2 2026, selling an estimated $1.65K and leaving 1,792 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #761.
Kingswood Wealth Advisors first reported a position in NTRS in Q3 2025 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.
- Kingswood Wealth Advisors held 1,792 shares of Northern Trust worth $312K as of Q2 2026.
- Kingswood Wealth Advisors sold 10 Northern Trust shares in Q2 2026, an estimated $1.65K.
- Northern Trust made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #761 holding.
- Kingswood Wealth Advisors first reported a position in Northern Trust in Q3 2025 and has held it in 4 quarters since.
- 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.