Position in NTRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$575,410
New position
Shares Held
3,310
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#553
of 1,014 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Excelsior Advisor Network LLC holds $2,730,870 across 6 Asset Management names. NTRS ranks #2 (21.1% of the industry book) .
All Filings in NTRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,410 | 3,310 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||