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Treasure Coast Financial Planning’s Northern Trust NTRS Stock Holding History

Treasure Coast Financial Planning’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 		$286K Hold
1,644
– – 0.14% 39
2026
Q1 		$229K Hold
1,644
– – 0.12% 41
2025
Q4 		$225K Hold
1,644
– – 0.12% 43
2025
Q3 		$221K Buy
+1,644
New +$212K 0.12% 41

Other funds holding NTRS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Treasure Coast Financial Planning's NTRS Position: Q2 2026 in Review

Treasure Coast Financial Planning held its Northern Trust (NTRS) position steady in Q2 2026 at 1,644 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #39.

Treasure Coast Financial Planning first reported a position in NTRS in Q3 2025 and has held it in 4 quarters since. 388 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Treasure Coast Financial Planning held 1,644 shares of Northern Trust worth $286K as of Q2 2026.
  • Treasure Coast Financial Planning left its Northern Trust share count unchanged in Q2 2026.
  • Northern Trust made up 0.14% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Treasure Coast Financial Planning first reported a position in Northern Trust in Q3 2025 and has held it in 4 quarters since.
  • 388 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.