Twin Peaks Wealth Advisors’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30K Buy
+215
New +$30.9K 0.01% 572
2025
Q3
Sell
-192
Closed -$24.5K 1449
2025
Q2
$24.5K Buy
+192
New +$19.6K 0.01% 534

Other funds holding NTRS

Twin Peaks Wealth Advisors's NTRS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Northern Trust (NTRS) in Q1 2026: 215 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NTRS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NTRS in Q2 2025 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 215 shares of Northern Trust worth $30K as of Q1 2026.
  • Northern Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Northern Trust made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #572 holding.
  • Twin Peaks Wealth Advisors first reported a position in Northern Trust in Q2 2025 and has held it in 2 quarters since.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.