BOSTON FAMILY OFFICE LLC
Family OfficePosition in NTRS — Northern Trust Corp
CIK 1039807
BOSTON, MA
Position in NTRS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$595,923
+$117,478 QoQ
Shares Held
3,428
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#546
of 1,014 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $2,638,845 across 6 Asset Management names. NTRS ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,458 | $668,872 | |
| 2 | NTRS |
Northern Trust Corp
This page
|
3,428 | $595,923 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
12,056 | $485,012 | |
| 4 | BX |
Blackstone Inc.
|
3,516 | $413,727 | |
| 5 | 5,000 | $259,750 | |||
| 6 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
7,152 | $215,561 |
All Filings in NTRS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,923 | 3,428 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $478,445 | 3,428 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $477,655 | 3,497 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,696 | 3,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,384 | 3,497 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $344,979 | 3,497 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $358,442 | 3,497 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $314,834 | 3,497 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $293,678 | 3,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $364,305 | 4,097 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $417,427 | 4,947 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $411,460 | 5,922 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $490,955 | 6,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $583,596 | 6,622 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $585,980 | 6,622 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $566,578 | 6,622 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $638,890 | 6,622 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $771,131 | 6,622 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $804,855 | 6,729 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $725,453 | 6,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $778,006 | 6,729 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,084,419 | 10,317 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,010,103 | 10,845 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $966,438 | 12,395 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $997,303 | 12,570 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,206,228 | 15,985 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||