Northstar Financial Companies, Inc.
All 13F Filings
- Location
- Conshohocken, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,411
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 117 | 148,411 | 13F-HR | Northstar Financial Companies, Inc. |
| Q1 2026 | 5/5/2026 | 112 | 125,754 | 13F-HR | Northstar Financial Companies, Inc. |
| Q4 2025 | 2/9/2026 | 114 | 125,574 | 13F-HR | Northstar Financial Companies, Inc. |
| Q3 2025 | 11/12/2025 | 100 | 108,070 | 13F-HR | Northstar Financial Companies, Inc. |
| Q2 2025 | 8/12/2025 | 100 | 96,183 | 13F-HR | Northstar Financial Companies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.74 K | 59.1% | 12.96 K | 0 | 12.96 K |
| ETFs | 60.68 K | 40.9% | 9.697 K | 0 | 9.697 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
148,411
Holdings
117
QoQ value change ($000)
22,657
(18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.