ShankerValleau Wealth Advisors’s Northern Trust NTRS Stock Holding History

ShankerValleau Wealth 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	$837K	Hold	4,816	–	–	0.22%	19
2026 Q1	$672K	Hold	4,816	–	–	0.19%	19
2025 Q4	$658K	Hold	4,816	–	–	0.18%	20
2025 Q3	$648K	Hold	4,816	–	–	0.17%	22
2025 Q2	$611K	Hold	4,816	–	–	0.17%	21
2025 Q1	$475K	Hold	4,816	–	–	0.15%	21
2024 Q4	$494K	Hold	4,816	–	–	0.16%	21
2024 Q3	$434K	Hold	4,816	–	–	0.15%	19
2024 Q2	$404K	Buy	+4,816	New	+$404K	0.17%	18

Other funds holding NTRS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

ShankerValleau Wealth Advisors's NTRS Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its Northern Trust (NTRS) position steady in Q2 2026 at 4,816 shares worth $837K. The position accounts for 0.22% of the portfolio, ranked #19.

ShankerValleau Wealth Advisors first reported a position in NTRS in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

ShankerValleau Wealth Advisors held 4,816 shares of Northern Trust worth $837K as of Q2 2026.
ShankerValleau Wealth Advisors left its Northern Trust share count unchanged in Q2 2026.
Northern Trust made up 0.22% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #19 holding.
ShankerValleau Wealth Advisors first reported a position in Northern Trust in Q2 2024 and has held it in 9 quarters since.
300 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.