BSW Wealth Partners

Position in NTRS — Northern Trust Corp

CIK 1512601 BOULDER, CO

Position in NTRS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$393,921

+$65,374 QoQ

Shares Held

2,266

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#631

of 1,020 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,240,064 across 5 Asset Management names. NTRS ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	23,327	$703,775
2	BX	Blackstone Inc.	5,539	$651,774
3	NTRS	Northern Trust Corp This page	2,266	$393,921
4	STT	State Street Corp	2,141	$363,113
5	PTY	Pimco Corporate & Income Opportunity Fund	10,597	$127,481

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,921	2,266	-3.7%	Shares	Sole	2026-07-15
2026-03-31	$328,547	2,354	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.