Position in NTRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,743,789
+$355,208 QoQ
Shares Held
10,031
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#66
of 314 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $2,752,277 across 3 Asset Management names. NTRS ranks #1 (63.4% of the industry book) .
All Filings in NTRS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,789 | 10,031 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,388,581 | 9,949 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,022,922 | 7,489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $987,425 | 7,336 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $916,691 | 7,230 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $730,404 | 7,404 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $733,900 | 7,160 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $500,566 | 5,560 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $370,519 | 4,412 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $363,327 | 4,086 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $315,581 | 3,740 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||