Position in NTRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$301,264
-$15,624 QoQ
Shares Held
1,733
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#690
of 1,014 holders
Holding Since
Dec 2020
4 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, 2026Interchange Capital Partners, LLC holds $11,189,372 across 6 Asset Management names. NTRS ranks #4 (2.7% of the industry book) .
All Filings in NTRS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,264 | 1,733 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $316,888 | 2,320 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $266,104 | 1,977 | Shares | Sole | 2025-11-12 | |
| 2020-12-31 | $22,446 | 241 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||