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Retirement Wealth Solutions’s Northern Trust NTRS Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.2K Buy
13
+8
+160% +$1.46K ﹤0.01% 584
2026
Q2 		$870 Hold
5
– – ﹤0.01% 675
2026
Q1 		$698 Buy
5
+1
+25% +$144 ﹤0.01% 686
2025
Q4 		$547 Hold
4
– – ﹤0.01% 669
2025
Q3 		$539 Buy
+4
New +$515 ﹤0.01% 689

Other funds holding NTRS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Retirement Wealth Solutions's NTRS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Northern Trust (NTRS) stake by 160% in Q3 2026, buying an estimated $1.46K and bringing the position to 13 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Retirement Wealth Solutions first reported a position in NTRS in Q3 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Northern Trust worth $2.2K as of Q3 2026.
  • Retirement Wealth Solutions bought 8 Northern Trust shares in Q3 2026, an estimated $1.46K.
  • Northern Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #584 holding.
  • Retirement Wealth Solutions first reported a position in Northern Trust in Q3 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.