Position in NWG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$843,718
+$291,167 QoQ
Shares Held
47,857
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#168
of 422 holders
Holding Since
Jun 2024
9 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, 2026LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. NWG ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,797 | $3,672,138 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,368 | $1,567,928 | |
| 3 | MTB |
M&T Bank Corp
|
4,991 | $1,187,907 | |
| 4 | NWG |
NatWest Group plc
This page
|
47,857 | $843,718 | |
| 5 | TFC |
Truist Financial Corp
|
16,631 | $828,556 | |
| 6 | RF |
Regions Financial Corp
|
22,912 | $691,942 | |
| 7 | LYG |
Lloyds Banking Group plc
|
84,234 | $491,084 | |
| 8 | BAP |
Credicorp Ltd
|
1,257 | $489,702 |
All Filings in NWG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,718 | 47,857 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $552,551 | 37,084 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $576,730 | 32,956 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $487,212 | 34,432 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $519,998 | 36,749 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $462,448 | 38,796 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $391,433 | 38,489 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $352,301 | 37,639 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $332,104 | 41,358 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||