Position in NWG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,677,494
+$1,408,886 QoQ
Shares Held
435,479
+3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#58
of 415 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. NWG ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
This page
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in NWG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,677,494 | 435,479 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,268,608 | 420,712 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,796,965 | 388,398 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,848,101 | 342,622 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,210,799 | 297,583 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,622,960 | 220,047 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,079,897 | 204,513 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,222,219 | 130,579 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $829,828 | 103,341 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $669,766 | 98,495 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $937,513 | 166,521 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,811,415 | 310,706 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,778,890 | 454,067 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,482,899 | 527,712 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,714,170 | 574,949 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,877,902 | 576,734 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,642,490 | 668,352 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,779,308 | 313,258 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,197,214 | 195,942 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $597,118 | 98,049 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $303,545 | 53,820 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $297,383 | 55,379 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $251,601 | 55,664 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $301,830 | 112,205 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||