Stiles Financial Services Inc

Position in NTRS — Northern Trust Corp

CIK 1904832 EDINA, MN

Position in NTRS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,272,639

+$854,151 QoQ

Shares Held

24,578

+0.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#261

of 1,014 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stiles Financial Services Inc holds $10,645,641 across 5 Asset Management names. NTRS ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp This page	24,578	$4,272,639
2	BX	Blackstone Inc.	23,924	$2,815,137
3	ARCC	Ares Capital Corp	79,696	$1,476,766
4	GSBD	Goldman Sachs BDC, Inc.	147,845	$1,401,570
5	CG	Carlyle Group Inc.	16,137	$679,529

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,272,639	24,578	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$3,418,488	24,493	+3.3%	Shares	Sole	2026-04-30
2025-12-31	$3,237,183	23,700	+5.7%	Shares	Sole	2026-02-03
2025-09-30	$3,019,212	22,431	+11.7%	Shares	Sole	2025-10-30
2025-06-30	$2,546,450	20,084	+16.5%	Shares	Sole	2025-07-24
2025-03-31	$1,700,232	17,235	+27.2%	Shares	Sole	2025-04-22
2024-12-31	$1,388,772	13,549	+3.5%	Shares	Sole	2025-01-28
2024-09-30	$1,179,032	13,096	+41.7%	Shares	Sole	2024-10-31
2024-06-30	$775,975	9,240	+16.5%	Shares	Sole	2024-08-01
2024-03-31	$704,957	7,928	+43.4%	Shares	Sole	2024-04-30
2023-12-31	$466,368	5,527	+31.5%	Shares	Sole	2024-01-26
2023-09-30	$292,093	4,204	+2.2%	Shares	Sole	2023-11-08
2023-06-30	$305,086	4,115	+46.4%	Shares	Sole	2023-07-21
2023-03-31	$247,645	2,810	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.