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Legacy Financial Advisors’s Northern Trust NTRS Stock Holding History

Legacy Financial Advisors’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 		$228K Buy
+1,310
New +$216K 0.03% 395
2019
Q2 		– Sell
-120
Closed -$11K – 648
2019
Q1 		$11K Buy
120
+79
+193% +$7.12K ﹤0.01% 601
2018
Q4 		$3K Sell
41
-45
-52% -$4.22K ﹤0.01% 810
2018
Q3 		$8K Hold
86
– – ﹤0.01% 586
2018
Q2 		$9K Buy
86
+5
+6% +$530 ﹤0.01% 552
2018
Q1 		$8K Buy
81
+30
+59% +$3.14K ﹤0.01% 541
2017
Q4 		$5K Buy
+51
New +$4.86K ﹤0.01% 634

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

Legacy Financial Advisors's NTRS Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Northern Trust (NTRS) in Q2 2026: 1,310 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #395 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in NTRS as recently as Q1 2019.

Legacy Financial Advisors first reported a position in NTRS in Q4 2017 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Legacy Financial Advisors held 1,310 shares of Northern Trust worth $228K as of Q2 2026.
  • Northern Trust was a new Legacy Financial Advisors position in Q2 2026.
  • Northern Trust made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #395 holding.
  • Legacy Financial Advisors first reported a position in Northern Trust in Q4 2017 and has held it in 7 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.