Position in NWG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,836,975
-$1,288,503 QoQ
Shares Held
331,082
-30.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 424 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in NWG 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. NWG ranks #30 (0.4% 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 NWG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,836,975 | 331,082 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,125,478 | 478,220 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,749,757 | 557,129 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,039,076 | 638,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,112,127 | 714,638 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,914,792 | 580,100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,060,600 | 300,944 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,885,454 | 308,275 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $729,557 | 90,854 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $295,086 | 43,395 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $112,183 | 19,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $69,884 | 11,987 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,820 | 10,755 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $77,778 | 12,040 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $60,778 | 12,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,401 | 11,083 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||