SageView Advisory Group’s Northern Trust NTRS Stock Holding History

SageView Advisory Group’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
2025 Q4	$97.5K	Sell	714 -1,966	-73%	-$258K	﹤0.01%	841
2025 Q3	$361K	Buy	2,680 +10	+0.4%	+$1.29K	0.01%	460
2025 Q2	$347K	Buy	2,670 +127	+5%	+$13K	0.01%	454
2025 Q1	$251K	Buy	2,543 +5	+0.2%	+$531	0.01%	518
2024 Q4	$260K	Buy	2,538 +30	+1%	+$3.07K	0.01%	498
2024 Q3	$226K	Hold	2,508	–	–	0.01%	473
2024 Q2	$211K	Buy	+2,508	New	+$211K	0.01%	529
2024 Q1	–	Sell	-2,508	Closed	-$203K	–	696
2023 Q4	$203K	Buy	+2,508	New	+$185K	0.01%	612

Other funds holding NTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SageView Advisory Group's NTRS Position: Q4 2025 in Review

SageView Advisory Group reduced its Northern Trust (NTRS) stake by 73% in Q4 2025, selling an estimated $258K and leaving 714 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

SageView Advisory Group first reported a position in NTRS in Q4 2023 and has held it in 8 quarters since. The position peaked at $361K in Q3 2025. 909 funds tracked by Wall St. Rank hold NTRS as of Q4 2025.

SageView Advisory Group held 714 shares of Northern Trust worth $97.5K as of Q4 2025.
SageView Advisory Group sold 1,966 Northern Trust shares in Q4 2025, an estimated $258K.
Northern Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #841 holding.
SageView Advisory Group first reported a position in Northern Trust in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Northern Trust position peaked at $361K in Q3 2025.
909 funds tracked by Wall St. Rank held Northern Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.