Position in NWG
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$6,127,131
-$41,993 QoQ
Shares Held
337,583
-3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1
of 20 holders
Holding Since
Mar 2026
3 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 Sep 30, 2026Gradient Investments LLC holds $81,164,667 across 17 Banks - Regional names. NWG ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
982,819 | $19,725,177 | |
| 2 | USB |
US Bancorp De
|
285,610 | $16,496,833 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
583,103 | $6,443,288 | |
| 4 | KB |
KB Financial Group Inc.
|
51,836 | $6,381,011 | |
| 5 | NWG |
NatWest Group plc
This page
|
337,583 | $6,127,131 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,019,514 | $5,739,863 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
157,665 | $5,658,596 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,200 | $4,324,782 |
All Filings in NWG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $6,127,131 | 337,583 | Shares | Sole | 2026-10-08 | |
| 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. | ||||||