Planning Strategies Inc.’s Northern Trust NTRS Stock Holding History

Planning Strategies Inc.’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	$2.61K	Buy	+15	New	+$2.47K	﹤0.01%	524

Other funds holding NTRS

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s NTRS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Northern Trust (NTRS) in Q2 2026: 15 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

342 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

Planning Strategies Inc. held 15 shares of Northern Trust worth $2.61K as of Q2 2026.
Northern Trust was a new Planning Strategies Inc. position in Q2 2026.
Northern Trust made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #524 holding.
342 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.