Position in NWG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,169,124
+$1,239,921 QoQ
Shares Held
349,922
+5.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#65
of 422 holders
Holding Since
Mar 2026
2 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, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. NWG ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
This page
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in NWG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,169,124 | 349,922 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,929,203 | 330,819 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||