Principia Wealth Advisory’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.56K Buy
32
+1
+3% +$165 ﹤0.01% 341
2026
Q1
$4.33K Buy
31
+13
+72% +$1.87K ﹤0.01% 328
2025
Q4
$2.46K Sell
18
-1
-5% -$131 ﹤0.01% 406
2025
Q3
$2.56K Buy
19
+2
+12% +$257 ﹤0.01% 388
2025
Q2
$2.15K Buy
17
+10
+143% +$1.02K ﹤0.01% 367
2025
Q1
$653 Buy
7
+3
+75% +$318 ﹤0.01% 508
2024
Q4
$410 Buy
+4
New +$409 ﹤0.01% 599

Other funds holding NTRS

Principia Wealth Advisory's NTRS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Northern Trust (NTRS) stake by 3.2% in Q2 2026, buying an estimated $165 and bringing the position to 32 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Principia Wealth Advisory first reported a position in NTRS in Q4 2024 and has held it in 7 quarters since. 1,019 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Principia Wealth Advisory held 32 shares of Northern Trust worth $5.56K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Northern Trust share in Q2 2026, an estimated $165.
  • Northern Trust made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #341 holding.
  • Principia Wealth Advisory first reported a position in Northern Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.