Position in NTRS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,571,697
+$21,811 QoQ
Shares Held
11,261
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. NTRS ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
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|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in NTRS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,571,697 | 11,261 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,549,886 | 11,347 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $208,899 | 1,552 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||