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Sequoia Financial Advisors’s Northern Trust NTRS Stock Holding History

Sequoia Financial Advisors’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 		$3.88M Buy
22,309
+1,121
+5% +$185K 0.02% 396
2026
Q1 		$2.96M Buy
21,188
+470
+2% +$67.6K 0.02% 465
2025
Q4 		$2.83M Buy
20,718
+4,206
+25% +$552K 0.02% 470
2025
Q3 		$2.22M Buy
16,512
+476
+3% +$61.3K 0.01% 486
2025
Q2 		$2.03M Buy
16,036
+2,457
+18% +$251K 0.01% 470
2025
Q1 		$1.34M Sell
13,579
-19,312
-59% -$2.05M 0.01% 532
2024
Q4 		$3.37M Buy
32,891
+586
+2% +$59.9K 0.03% 309
2024
Q3 		$2.91M Buy
32,305
+1,237
+4% +$108K 0.03% 296
2024
Q2 		$2.61M Buy
31,068
+255
+0.8% +$21.4K 0.03% 275
2024
Q1 		$2.74M Buy
30,813
+26,129
+558% +$2.14M 0.03% 278
2023
Q4 		$395K Buy
+4,684
New +$346K ﹤0.01% 818
2023
Q2 		– Sell
-3,533
Closed -$311K – 988
2023
Q1 		$311K Sell
3,533
-110
-3% -$10.2K 0.01% 615
2022
Q4 		$322K Buy
3,643
+459
+14% +$40.2K 0.01% 559
2022
Q3 		$272K Buy
3,184
+41
+1% +$3.96K 0.01% 415
2022
Q2 		$303K Buy
+3,143
New +$332K 0.01% 436

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's NTRS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Northern Trust (NTRS) stake by 5.3% in Q2 2026, buying an estimated $185K and bringing the position to 22,309 shares worth $3.88M. The position accounts for 0.02% of the portfolio, ranked #396.

Sequoia Financial Advisors first reported a position in NTRS in Q2 2022 and has held it in 15 quarters since. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Sequoia Financial Advisors held 22,309 shares of Northern Trust worth $3.88M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,121 Northern Trust shares in Q2 2026, an estimated $185K.
  • Northern Trust made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #396 holding.
  • Sequoia Financial Advisors first reported a position in Northern Trust in Q2 2022 and has held it in 15 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.