APPLETON PARTNERS INC/MA

Position in NTRS — Northern Trust Corp

CIK 1055290 BOSTON, MA

Position in NTRS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$267,713

+$52,776 QoQ

Shares Held

1,540

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#726

of 1,014 holders

Holding Since

Mar 2020

22 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $13,062,506 across 4 Asset Management names. NTRS ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	103,558	$12,185,669
2	SAMG	Silvercrest Asset Management Group Inc.	31,650	$319,981
3	BN	BROOKFIELD Corp /ON/	6,789	$289,143
4	NTRS	Northern Trust Corp This page	1,540	$267,713

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,713	1,540	0.0%	Shares	Sole	2026-07-21
2026-03-31	$214,937	1,540	0.0%	Shares	Sole	2026-04-28
2025-12-31	$210,348	1,540	-4.6%	Shares	Sole	2026-01-09
2025-09-30	$217,379	1,615	0.0%	Shares	Sole	2025-11-05
2025-06-30	$204,765	1,615	-35.8%	Shares	Sole	2025-07-22
2024-03-31	$223,633	2,515	-5.1%	Shares	Sole	2024-04-01
2023-12-31	$223,607	2,650	-22.4%	Shares	Sole	2024-01-02
2023-09-30	$237,274	3,415	0.0%	Shares	Sole	2023-10-03
2023-06-30	$253,188	3,415	-7.5%	Shares	Sole	2023-07-10
2023-03-31	$325,199	3,690	-40.0%	Shares	Sole	2023-04-10
2022-12-31	$544,036	6,148	-31.4%	Shares	Sole	2023-01-19
2022-09-30	$766,360	8,957	-1.3%	Shares	Sole	2022-10-27
2022-06-30	$875,748	9,077	-8.8%	Shares	Sole	2022-07-08
2022-03-31	$1,158,561	9,949	-3.1%	Shares	Sole	2022-04-05
2021-12-31	$1,227,557	10,263	-0.7%	Shares	Sole	2022-02-03
2021-09-30	$1,114,539	10,338	-4.7%	Shares	Sole	2021-10-14
2021-06-30	$1,254,823	10,853	-4.7%	Shares	Sole	2021-07-07
2021-03-31	$1,197,518	11,393	-0.9%	Shares	Sole	2021-04-19
2020-12-31	$1,070,458	11,493	-2.4%	Shares	Sole	2021-01-19
2020-09-30	$917,940	11,773	-1.8%	Shares	Sole	2020-10-14
2020-06-30	$950,731	11,983	-6.2%	Shares	Sole	2020-08-14
2020-03-31	$964,303	12,779	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.