Position in NWBI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,118,634
+$1,392,731 QoQ
Shares Held
535,530
+1.0% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 314 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. NWBI ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in NWBI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,118,634 | 535,530 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,725,903 | 530,016 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,156,468 | 513,039 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,258,920 | 505,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,929,658 | 307,485 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,698,129 | 224,470 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,055,621 | 231,662 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,198,716 | 239,067 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,293,714 | 198,590 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,405,956 | 120,683 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,268,978 | 101,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $875,964 | 85,627 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $757,264 | 71,440 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $787,291 | 65,444 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,832,498 | 131,080 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $991,201 | 73,368 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $631,974 | 49,373 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $632,592 | 46,824 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $735,838 | 51,966 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,706 | 25,505 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $157,814 | 11,570 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||