Northern Trust
CWD icon

Northern Trust’s CaliberCos CWD Stock Holding History

Northern Trust’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5K Buy
20,604
+9,615
+87% +$9.16K ﹤0.01% 4398
2026
Q1 		$12.6K Hold
10,989
– – ﹤0.01% 4367
2025
Q4 		$13.6K Buy
+10,989
New +$29.4K ﹤0.01% 4418

Other funds holding CWD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Northern Trust's CWD Position: Q2 2026 in Review

Northern Trust increased its CaliberCos (CWD) stake by 87% in Q2 2026, buying an estimated $9.16K and bringing the position to 20,604 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4398.

Northern Trust first reported a position in CWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Northern Trust held 20,604 shares of CaliberCos worth $13.5K as of Q2 2026.
  • Northern Trust bought 9,615 CaliberCos shares in Q2 2026, an estimated $9.16K.
  • CaliberCos made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #4398 holding.
  • Northern Trust first reported a position in CaliberCos in Q4 2025 and has held it in 3 quarters since.
  • Northern Trust's CaliberCos position peaked at $13.6K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.