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Savvy Advisors Inc’s Northern Trust NTRS Stock Holding History

Savvy Advisors Inc’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
Q2 		$1,000K Sell
5,751
-283
-5% -$46.6K 0.02% 534
2026
Q1 		$842K Buy
6,034
+3,572
+145% +$514K 0.02% 483
2025
Q4 		$336K Buy
+2,462
New +$323K 0.01% 727

Other funds holding NTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Savvy Advisors Inc's NTRS Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Northern Trust (NTRS) stake by 4.7% in Q2 2026, selling an estimated $46.6K and leaving 5,751 shares worth $1,000K. The position accounts for 0.02% of the portfolio, ranked #534.

Savvy Advisors Inc first reported a position in NTRS in Q4 2025 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Savvy Advisors Inc held 5,751 shares of Northern Trust worth $1,000K as of Q2 2026.
  • Savvy Advisors Inc sold 283 Northern Trust shares in Q2 2026, an estimated $46.6K.
  • Northern Trust made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #534 holding.
  • Savvy Advisors Inc first reported a position in Northern Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.