Position in NWG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,411,889
+$899,051 QoQ
Shares Held
250,249
+6.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#74
of 424 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ethic Inc. holds $183,109,573 across 58 Banks - Regional names. NWG ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
92,712 | $22,827,548 | |
| 2 | USB |
US Bancorp De
|
282,109 | $17,039,383 | |
| 3 | FITB |
Fifth Third Bancorp
|
232,517 | $13,106,983 | |
| 4 | KB |
KB Financial Group Inc.
|
121,759 | $12,779,824 | |
| 5 | TFC |
Truist Financial Corp
|
222,735 | $11,096,657 | |
| 6 | WF |
Woori Financial Group Inc.
|
181,303 | $10,406,792 | |
| 7 | IBN |
Icici Bank Ltd
|
306,325 | $8,892,614 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,439,559 | $8,392,628 |
All Filings in NWG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,411,889 | 250,249 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,512,838 | 235,761 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,782,575 | 273,290 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,651,223 | 258,037 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,181,457 | 224,838 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,575,959 | 216,104 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,125,682 | 209,015 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,914,307 | 204,520 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,570,949 | 195,635 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,390,736 | 204,520 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $769,485 | 136,676 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,014,973 | 174,095 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,247,635 | 203,862 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,961,058 | 297,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,799,581 | 278,573 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,233,009 | 247,096 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,436,189 | 263,523 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,227,444 | 216,099 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $703,351 | 115,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $236,553 | 38,843 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $114,306 | 20,267 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||