Welch Group, LLC

Position in NTRS — Northern Trust Corp

CIK 1443095 BIRMINGHAM, AL

Position in NTRS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$548,117

+$108,053 QoQ

Shares Held

3,153

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#562

of 1,014 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Welch Group, LLC holds $14,497,320 across 7 Asset Management names. NTRS ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	87,644	$10,313,069
2	STT	State Street Corp	7,635	$1,294,896
3	BLK	BlackRock, Inc.	1,104	$1,061,562
4	UTG	Reaves Utility Income Fund	19,729	$803,364
5	NTRS	Northern Trust Corp This page	3,153	$548,117
6	OBDC	Blue Owl Capital Corp	26,159	$284,348
7	PSLV	Sprott Physical Silver Trust	10,173	$191,964

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,117	3,153	0.0%	Shares	Sole	2026-07-23
2026-03-31	$440,064	3,153	0.0%	Shares	Sole	2026-04-21
2025-12-31	$430,668	3,153	0.0%	Shares	Sole	2026-01-26
2025-09-30	$424,393	3,153	0.0%	Shares	Sole	2025-10-14
2025-06-30	$399,768	3,153	+2.8%	Shares	Sole	2025-07-25
2025-03-31	$302,460	3,066	0.0%	Shares	Sole	2025-04-08
2024-12-31	$314,265	3,066	0.0%	Shares	Sole	2025-01-27
2024-09-30	$276,031	3,066	0.0%	Shares	Sole	2024-10-24
2024-06-30	$257,482	3,066	+67.4%	Shares	Sole	2024-07-17
2021-12-31	$219,005	1,831	0.0%	Shares	Sole	2022-01-26
2021-06-30	$211,700	1,831	+37.6%	Shares	Sole	2021-07-21
2020-03-31	$100,437	1,331	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.