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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Root Financial Partners's NTRS Position: Q1 2026 in Review

Root Financial Partners increased its Northern Trust (NTRS) stake by 60% in Q1 2026, buying an estimated $62.7K and bringing the position to 1,157 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #389.

Root Financial Partners first reported a position in NTRS in Q3 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Root Financial Partners held 1,157 shares of Northern Trust worth $161K as of Q1 2026.
  • Root Financial Partners bought 436 Northern Trust shares in Q1 2026, an estimated $62.7K.
  • Northern Trust made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #389 holding.
  • Root Financial Partners first reported a position in Northern Trust in Q3 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.