Position in NWG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,170,279
+$159,270 QoQ
Shares Held
66,380
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#140
of 422 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. NWG ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
This page
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in NWG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,279 | 66,380 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,011,009 | 67,853 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,214,797 | 69,417 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,063,414 | 75,153 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,083,861 | 76,598 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,019,350 | 85,516 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $916,357 | 90,104 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $878,464 | 93,853 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $773,899 | 96,376 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $664,142 | 97,668 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $537,102 | 95,400 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||