SVWAG
NTRS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sound View Wealth Advisors Group's NTRS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Northern Trust (NTRS) stake by 0.71% in Q1 2026, selling an estimated $1.58K and leaving 1,548 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #399.

Sound View Wealth Advisors Group first reported a position in NTRS in Q2 2025 and has held it in 4 quarters since. The position peaked at $218K in Q3 2025. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,548 shares of Northern Trust worth $216K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 11 Northern Trust shares in Q1 2026, an estimated $1.58K.
  • Northern Trust made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #399 holding.
  • Sound View Wealth Advisors Group first reported a position in Northern Trust in Q2 2025 and has held it in 4 quarters since.
  • Sound View Wealth Advisors Group's Northern Trust position peaked at $218K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.