NTRS — NORTHERN TR CORP

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in NORTHERN TR CORP (NTRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2024 Q4)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,246 +878 +13.8% 0.06% $975K $133.05
2025 Q2 ADDED 6,368 +2,543 +66.5% 0.03% $807K $124.55
2025 Q1 ADDED 3,825 +748 +24.3% 0.03% $377K $96.23
2024 Q4 INITIATED 3,077 — — 0.07% $315K $99.20
% of Fund (quarterly)    NTRS price (monthly, adj. close)

Other funds also holding NTRS

As of 2025 Q4 — sorted by position size

RNC CAPITAL MANAGEMENT LLC 3Y 7Y 3.6% WILKINS INVESTMENT COUNSEL INC 3Y 7Y 2.8% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.26% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 1.93% ALGEBRIS (UK) LTD 3Y 7Y 1.93% ARIEL INVESTMENTS, LLC 3Y 7Y 1.84% Marble Harbor Investment Counsel, LLC 3Y 7Y 1.74% North Reef Capital Management LP 3Y 1.71% CONTINENTAL ADVISORS LLC 3Y 7Y 1.49% Horizon Investment Services, LLC 3Y 7Y 1.45%
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