AFGAS
NTRA icon

Allegiance Financial Group Advisory Services’s Natera NTRA Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
1,683
-6
-0.4% -$1.28K 0.08% 102
2026
Q1 		$338K Sell
1,689
-12
-0.7% -$2.58K 0.07% 120
2025
Q4 		$390K Buy
+1,701
New +$355K 0.08% 98

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allegiance Financial Group Advisory Services's NTRA Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Natera (NTRA) stake by 0.36% in Q2 2026, selling an estimated $1.28K and leaving 1,683 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #102.

Allegiance Financial Group Advisory Services first reported a position in NTRA in Q4 2025 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,683 shares of Natera worth $457K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 6 Natera shares in Q2 2026, an estimated $1.28K.
  • Natera made up 0.08% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #102 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Natera in Q4 2025 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held Natera as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.