Position in NWG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,282,335
+$475,813 QoQ
Shares Held
72,736
+34.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#133
of 424 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $16,111,057 across 11 Banks - Regional names. NWG ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
338,599 | $3,243,778 | |
| 2 | OZK |
Bank OZK
|
53,704 | $2,797,441 | |
| 3 | LYG |
Lloyds Banking Group plc
|
451,862 | $2,634,355 | |
| 4 | IBN |
Icici Bank Ltd
|
69,186 | $2,008,469 | |
| 5 | HDB |
Hdfc Bank Ltd
|
76,153 | $1,967,031 | |
| 6 | NWG |
NatWest Group plc
This page
|
72,736 | $1,282,335 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
99,882 | $816,035 | |
| 8 | KB |
KB Financial Group Inc.
|
6,408 | $672,583 |
All Filings in NWG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,335 | 72,736 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $806,522 | 54,129 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $822,850 | 47,020 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $768,698 | 54,325 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $686,317 | 48,503 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||