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SYM Financial Corp’s Northern Trust NTRS Stock Holding History

SYM Financial Corp’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 		$274K Buy
1,962
+35
+2% +$5.04K 0.03% 241
2025
Q4 		$263K Buy
1,927
+110
+6% +$14.4K 0.03% 260
2025
Q3 		$245K Buy
1,817
+56
+3% +$7.21K 0.03% 262
2025
Q2 		$223K Buy
+1,761
New +$180K 0.03% 287

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

SYM Financial Corp's NTRS Position: Q1 2026 in Review

SYM Financial Corp increased its Northern Trust (NTRS) stake by 1.8% in Q1 2026, buying an estimated $5.04K and bringing the position to 1,962 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #241.

SYM Financial Corp first reported a position in NTRS in Q2 2025 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • SYM Financial Corp held 1,962 shares of Northern Trust worth $274K as of Q1 2026.
  • SYM Financial Corp bought 35 Northern Trust shares in Q1 2026, an estimated $5.04K.
  • Northern Trust made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #241 holding.
  • SYM Financial Corp first reported a position in Northern Trust in Q2 2025 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.