Position in NWG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,364,755
+$408,072 QoQ
Shares Held
77,411
+20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#130
of 424 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. NWG ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
415,779 | $2,423,990 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
240,425 | $2,303,270 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,573 | $2,110,844 | |
| 4 | USB |
US Bancorp De
|
25,986 | $1,569,554 | |
| 5 | KB |
KB Financial Group Inc.
|
13,451 | $1,411,816 | |
| 6 | NWG |
NatWest Group plc
This page
|
77,411 | $1,364,755 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
39,731 | $1,341,317 | |
| 8 | TFC |
Truist Financial Corp
|
26,134 | $1,301,995 |
All Filings in NWG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,755 | 77,411 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $956,683 | 64,207 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,244,425 | 71,110 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,367,922 | 96,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,317,096 | 93,081 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,068 | 48,244 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $458,677 | 45,101 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $374,830 | 40,046 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $223,314 | 27,810 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $118,585 | 17,439 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $60,331 | 10,716 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||