Position in NWG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$261,629
+$30,441 QoQ
Shares Held
14,840
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 424 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $4,312,544 across 6 Banks - Regional names. NWG ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
44,080 | $2,273,646 | |
| 2 | SYBT |
Stock Yards Bancorp, Inc.
|
11,780 | $900,816 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
16,005 | $532,166 | |
| 4 | NWG |
NatWest Group plc
This page
|
14,840 | $261,629 | |
| 5 | USB |
US Bancorp De
|
3,483 | $210,373 | |
| 6 | LYG |
Lloyds Banking Group plc
|
22,970 | $133,914 |
All Filings in NWG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,629 | 14,840 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $231,188 | 15,516 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $271,530 | 15,516 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $219,551 | 15,516 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $219,551 | 15,516 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $282,337 | 23,686 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $382,900 | 37,650 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $863,216 | 92,224 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||