Position in NTRS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$837,213
+$165,044 QoQ
Shares Held
4,816
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#493
of 1,014 holders
Holding Since
Jun 2024
9 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, 2026ShankerValleau Wealth Advisors, Inc. holds $837,213 across 1 Asset Management name. NTRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
This page
|
4,816 | $837,213 |
All Filings in NTRS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,213 | 4,816 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $672,169 | 4,816 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $657,817 | 4,816 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $648,233 | 4,816 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $610,620 | 4,816 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $475,098 | 4,816 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $493,640 | 4,816 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $433,584 | 4,816 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $404,447 | 4,816 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||