Root Financial Partners
NTRS icon

Root Financial Partners’s Northern Trust NTRS Stock Holding History

Root Financial Partners’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 		$249K Buy
1,469
+51
+4% +$9.32K 0.01% 362
2026
Q2 		$246K Buy
1,418
+261
+23% +$43K 0.01% 330
2026
Q1 		$161K Buy
1,157
+436
+60% +$62.7K 0.01% 389
2025
Q4 		$98.5K Buy
721
+149
+26% +$19.6K 0.01% 472
2025
Q3 		$77K Buy
+572
New +$73.6K ﹤0.01% 525

Other funds holding NTRS

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's NTRS Position: Q3 2026 in Review

Root Financial Partners increased its Northern Trust (NTRS) stake by 3.6% in Q3 2026, buying an estimated $9.32K and bringing the position to 1,469 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #362.

Root Financial Partners first reported a position in NTRS in Q3 2025 and has held it in 5 quarters since. 874 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Root Financial Partners held 1,469 shares of Northern Trust worth $249K as of Q3 2026.
  • Root Financial Partners bought 51 Northern Trust shares in Q3 2026, an estimated $9.32K.
  • Northern Trust made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #362 holding.
  • Root Financial Partners first reported a position in Northern Trust in Q3 2025 and has held it in 5 quarters since.
  • 874 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.