HighMark Wealth Management LLC

Position in NWG — NatWest Group plc

CIK 1802451 ST. PAUL, MN

Position in NWG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,755

-$744 QoQ

Shares Held

213

-29.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#375

of 424 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighMark Wealth Management LLC holds $1,361,492 across 5 Banks - Regional names. NWG ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	16,643	$1,005,237
2	WBS	Webster Financial Corp	2,914	$222,687
3	HBAN	Huntington Bancshares Inc /Md/	6,434	$114,074
4	INDB	Independent Bank Corp	188	$15,739
5	NWG	NatWest Group plc This page	213	$3,755

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,755	213	-29.5%	Shares	Sole	2026-08-12
2026-03-31	$4,499	302	0.0%	Shares	Sole	2026-05-06
2025-12-31	$5,285	302	0.0%	Shares	Sole	2026-02-05
2025-09-30	$4,273	302	+1.0%	Shares	Sole	2025-10-20
2025-06-30	$4,230	299	-6.0%	Shares	Sole	2025-07-21
2025-03-31	$3,790	318	0.0%	Shares	Sole	2025-04-24
2024-12-31	$3,234	318	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.