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
Q2
Sell
-215
Closed -$30K 1528
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: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Northern Trust (NTRS) in Q2 2026, closing a stake of 215 shares — an estimated $30K sold.

Twin Peaks Wealth Advisors first reported a position in NTRS in Q2 2025 and held it in 2 quarters. The position peaked at $30K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Northern Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 215 Northern Trust shares in Q2 2026, an estimated $30K.
  • Twin Peaks Wealth Advisors first reported a position in Northern Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Northern Trust position peaked at $30K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.