Wilkerson Advisory Group’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
$89.2K Sell
513
-25
-5% -$4.12K 0.03% 168
2026
Q1
$75.1K Buy
538
+119
+28% +$17.1K 0.03% 177
2025
Q4
$57.2K Buy
+419
New +$55K 0.02% 156

Other funds holding NTRS

Wilkerson Advisory Group's NTRS Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Northern Trust (NTRS) stake by 4.6% in Q2 2026, selling an estimated $4.12K and leaving 513 shares worth $89.2K. The position accounts for 0.03% of the portfolio, ranked #168.

Wilkerson Advisory Group first reported a position in NTRS in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Wilkerson Advisory Group held 513 shares of Northern Trust worth $89.2K as of Q2 2026.
  • Wilkerson Advisory Group sold 25 Northern Trust shares in Q2 2026, an estimated $4.12K.
  • Northern Trust made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #168 holding.
  • Wilkerson Advisory Group first reported a position in Northern Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.