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Summit Securities Group’s Northern Trust NTRS Stock Holding History

Summit Securities 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 		$4.33K Sell
31
-249
-89% -$35.8K ﹤0.01% 826
2025
Q4 		$38.2K Sell
280
-51
-15% -$6.7K 0.01% 672
2025
Q3 		$44.6K Buy
331
+200
+153% +$25.7K 0.01% 589
2025
Q2 		$16.6K Buy
+131
New +$13.4K 0.01% 770
2023
Q3 		– Sell
-272
Closed -$20K – 908
2023
Q2 		$20K Sell
272
-136
-33% -$10.4K 0.01% 633
2023
Q1 		$36K Buy
408
+197
+93% +$18.3K 0.01% 499
2022
Q4 		$19K Sell
211
-51
-19% -$4.47K ﹤0.01% 918
2022
Q3 		$22K Sell
262
-173
-40% -$16.7K ﹤0.01% 708
2022
Q2 		$42K Buy
435
+350
+412% +$37K 0.01% 595
2022
Q1 		$10K Buy
+85
New +$10.1K ﹤0.01% 846
2017
Q2 		– Sell
-14,558
Closed -$1.26M – 352
2017
Q1 		$1.26M Buy
14,558
+5,318
+58% +$462K 0.48% 55
2016
Q4 		$823K Buy
+9,240
New +$734K 0.29% 111

Other funds holding NTRS

BlackRock
BlackRock New York $5.7T 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