PP
NTRS icon

PDS Planning’s Northern Trust NTRS Stock Holding History

PDS Planning’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 		$215K Buy
+1,235
New +$203K 0.01% 550

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

PDS Planning's NTRS Position: Q2 2026 in Review

PDS Planning opened a new position in Northern Trust (NTRS) in Q2 2026: 1,235 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings.

1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • PDS Planning held 1,235 shares of Northern Trust worth $215K as of Q2 2026.
  • Northern Trust was a new PDS Planning position in Q2 2026.
  • Northern Trust made up 0.01% of PDS Planning's portfolio in Q2 2026, its #550 holding.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.