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Sound View Wealth Advisors Group’s Northern Trust NTRS Stock Holding History

Sound View Wealth Advisors 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
2026
Q2 		$271K Buy
1,557
+9
+0.6% +$1.48K 0.02% 379
2026
Q1 		$216K Sell
1,548
-11
-0.7% -$1.58K 0.01% 399
2025
Q4 		$213K Sell
1,559
-62
-4% -$8.14K 0.01% 397
2025
Q3 		$218K Hold
1,621
– – 0.02% 405
2025
Q2 		$206K Buy
+1,621
New +$166K 0.02% 407

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

Sound View Wealth Advisors Group's NTRS Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Northern Trust (NTRS) stake by 0.58% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,557 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #379.

Sound View Wealth Advisors Group first reported a position in NTRS in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,557 shares of Northern Trust worth $271K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 9 Northern Trust shares in Q2 2026, an estimated $1.48K.
  • Northern Trust made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #379 holding.
  • Sound View Wealth Advisors Group first reported a position in Northern Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.