Global Retirement Partners, LLC
PensionPosition in NWG — NatWest Group plc
CIK 1749744
San Rafael, CA
Position in NWG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,899,932
+$1,595,467 QoQ
Shares Held
107,767
+519.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#24
of 202 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. NWG ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
This page
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in NWG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,932 | 107,767 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $304,465 | 17,398 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $274,283 | 19,384 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $298,352 | 21,085 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $130,389 | 12,821 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $179,824 | 19,212 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $28,626 | 3,565 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,610 | 531 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,526 | 804 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,212 | 551 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,372 | 551 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,636 | 551 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,157 | 334 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,275 | 456 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | — | 1,045 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | — | 1,045 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | — | 464 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||