Position in NWG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$336,574
+$55,799 QoQ
Shares Held
19,091
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#214
of 424 holders
Holding Since
Mar 2026
2 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, 2026Mattson Financial Services, LLC holds $5,883,611 across 12 Banks - Regional names. NWG ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
72,988 | $1,682,373 | |
| 2 | USB |
US Bancorp De
|
20,146 | $1,216,818 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,991 | $402,612 | |
| 4 | ISBA |
Isabella Bank Corp
|
8,534 | $337,093 | |
| 5 | NWG |
NatWest Group plc
This page
|
19,091 | $336,574 | |
| 6 | LYG |
Lloyds Banking Group plc
|
56,375 | $328,666 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
32,735 | $313,601 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,777 | $296,311 |
All Filings in NWG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,574 | 19,091 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $280,775 | 18,844 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||