Position in NWG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$438,626
+$261,701 QoQ
Shares Held
29,438
+191.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $30,955,038 across 17 Banks - Regional names. NWG ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPBK |
OP Bancorp
|
1,837,182 | $24,434,520 | |
| 2 | MTB |
M&T Bank Corp
|
4,699 | $971,377 | |
| 3 | NU |
Nu Holdings Ltd.
|
54,225 | $779,213 | |
| 4 | USB |
US Bancorp \De\
|
13,810 | $718,258 | |
| 5 | CCB |
Coastal Financial Corp
|
9,232 | $702,555 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,093 | $643,622 | |
| 7 | NWG |
NatWest Group plc
This page
|
29,438 | $438,626 | |
| 8 | SHBI |
Shore Bancshares Inc
|
20,791 | $388,375 |
All Filings in NWG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,626 | 29,438 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $176,925 | 10,110 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||