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Planning Strategies’s Northern Trust NTRS Stock Holding History

Planning Strategies’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 		$2.61K Buy
+15
New +$2.47K ﹤0.01% 524

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's NTRS Position: Q2 2026 in Review

Planning Strategies opened a new position in Northern Trust (NTRS) in Q2 2026: 15 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

967 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Planning Strategies held 15 shares of Northern Trust worth $2.61K as of Q2 2026.
  • Northern Trust was a new Planning Strategies position in Q2 2026.
  • Northern Trust made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #524 holding.
  • 967 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.