Root Financial Partners’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
$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

Root Financial Partners's NTRS Position: Q2 2026 in Review

Root Financial Partners increased its Northern Trust (NTRS) stake by 23% in Q2 2026, buying an estimated $43K and bringing the position to 1,418 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #330.

Root Financial Partners first reported a position in NTRS in Q3 2025 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Root Financial Partners held 1,418 shares of Northern Trust worth $246K as of Q2 2026.
  • Root Financial Partners bought 261 Northern Trust shares in Q2 2026, an estimated $43K.
  • Northern Trust made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #330 holding.
  • Root Financial Partners first reported a position in Northern Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.