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Westwind Capital’s Northern Trust NTRS Stock Holding History

Westwind Capital’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
Q3 		$1.8M Sell
10,628
-143
-1% -$26.1K 0.42% 44
2026
Q2 		$1.87M Buy
+10,771
New +$1.77M 0.44% 44

Other funds holding NTRS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Westwind Capital's NTRS Position: Q3 2026 in Review

Westwind Capital reduced its Northern Trust (NTRS) stake by 1.3% in Q3 2026, selling an estimated $26.1K and leaving 10,628 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #44.

Westwind Capital first reported a position in NTRS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.87M in Q2 2026. 40 funds tracked by Wall St. Rank hold NTRS as of Q3 2026.

  • Westwind Capital held 10,628 shares of Northern Trust worth $1.8M as of Q3 2026.
  • Westwind Capital sold 143 Northern Trust shares in Q3 2026, an estimated $26.1K.
  • Northern Trust made up 0.42% of Westwind Capital's portfolio in Q3 2026, its #44 holding.
  • Westwind Capital first reported a position in Northern Trust in Q2 2026 and has held it in 2 quarters since.
  • Westwind Capital's Northern Trust position peaked at $1.87M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Northern Trust as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.