Position in TRU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$144
+$6 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 518 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $9,291,273 across 10 Financial Data & Stock Exchanges names. TRU ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
18,766 | $7,230,493 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
12,076 | $1,486,675 | |
| 3 | CME |
Cme Group Inc.
|
1,644 | $363,044 | |
| 4 | MCO |
Moodys Corp /De/
|
355 | $160,785 | |
| 5 | COIN |
Coinbase Global, Inc.
|
153 | $22,366 | |
| 6 | VALU |
Value Line Inc
|
280 | $11,334 | |
| 7 | MSCI |
MSCI Inc.
|
20 | $11,200 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
51 | $4,019 |
All Filings in TRU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144 | 2 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $138 | 2 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $24,185 | 231 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||