Position in NTRS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$250,677
+$49,278 QoQ
Shares Held
1,442
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#743
of 1,014 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CFS Investment Advisory Services, LLC holds $1,423,404 across 4 Asset Management names. NTRS ranks #4 (17.6% of the industry book) .
All Filings in NTRS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,677 | 1,442 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $201,399 | 1,443 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||