Position in NWG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,638,021
+$460,060 QoQ
Shares Held
206,354
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 424 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. NWG ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp De
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in NWG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,638,021 | 206,354 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,177,961 | 213,286 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,740,502 | 213,743 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,984,150 | 210,894 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,681,524 | 189,507 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,792,558 | 234,275 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,903,996 | 187,217 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,823,084 | 194,774 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $873,222 | 108,745 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $717,876 | 105,570 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $542,625 | 96,381 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $550,905 | 94,495 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $564,221 | 92,193 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $132,943 | 20,143 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,818 | 12,975 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $56,282 | 11,279 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $67,143 | 12,320 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $95,407 | 16,797 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $104,041 | 17,028 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||