Position in NWG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,231,895
+$3,101,735 QoQ
Shares Held
410,204
+48.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 424 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. NWG ranks #38 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in NWG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,231,895 | 410,204 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,130,160 | 277,192 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,431,772 | 310,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,380,406 | 238,898 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,126,329 | 220,942 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,315,185 | 194,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,685,605 | 165,743 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,350,422 | 144,276 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $957,181 | 119,201 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $605,539 | 89,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $377,243 | 67,006 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $391,093 | 67,083 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $259,297 | 42,369 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $269,345 | 40,810 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $193,257 | 29,916 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,765 | 60,474 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $273,402 | 50,166 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $86,608 | 15,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $112,394 | 18,395 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $176,415 | 28,968 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $105,462 | 18,699 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $158,698 | 29,553 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $124,973 | 27,649 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $74,190 | 27,580 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||