Position in NWG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$972,805
+$256,741 QoQ
Shares Held
55,179
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#154
of 422 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $5,716,145 across 13 Banks - Regional names. NWG ranks #1 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
This page
|
55,179 | $972,805 | |
| 2 | USB |
US Bancorp De
|
15,752 | $951,420 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
24,957 | $842,548 | |
| 4 | BPOP |
Popular, Inc.
|
3,720 | $610,749 | |
| 5 | FBP |
First Bancorp /Pr/
|
18,551 | $483,624 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,668 | $410,694 | |
| 7 | WAFD |
Wafd Inc
|
8,869 | $340,303 | |
| 8 | BAP |
Credicorp Ltd
|
667 | $259,849 |
All Filings in NWG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,805 | 55,179 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $716,064 | 48,058 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $849,572 | 48,547 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $627,326 | 44,334 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $612,298 | 43,272 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $428,750 | 35,969 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $198,792 | 19,547 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $181,256 | 19,365 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $99,154 | 12,348 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||