Position in NTRS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,730
+$4,284 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#876
of 1,014 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $21,730 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
|
125 | $21,730 |
All Filings in NTRS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,730 | 125 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,446 | 125 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $17,073 | 125 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||