Position in NTRS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$395,486
+$77,965 QoQ
Shares Held
2,275
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#625
of 1,014 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westover Capital Advisors, LLC holds $3,364,170 across 5 Asset Management names. NTRS ranks #5 (11.8% of the industry book) .
All Filings in NTRS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,486 | 2,275 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $317,521 | 2,275 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $310,742 | 2,275 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $306,215 | 2,275 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $288,447 | 2,275 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $224,428 | 2,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $233,187 | 2,275 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $204,818 | 2,275 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||