Position in NWG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$22,975
+$20,823 QoQ
Shares Held
1,542
+1153.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Whipplewood Advisors, LLC holds $1,106,142 across 40 Banks - Regional names. NWG ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
5,968 | $310,395 | |
| 2 | TFC |
Truist Financial Corp
|
6,557 | $301,425 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
2,083 | $120,022 | |
| 4 | IBN |
Icici Bank Ltd
|
3,362 | $87,075 | |
| 5 | NU |
Nu Holdings Ltd.
|
5,052 | $72,597 | |
| 6 | KEY |
Keycorp /New/
|
2,600 | $52,130 | |
| 7 | NWG |
NatWest Group plc
This page
|
1,542 | $22,975 | |
| 8 | HDB |
Hdfc Bank Ltd
|
532 | $13,236 |
All Filings in NWG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,975 | 1,542 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,152 | 123 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $36,590 | 2,586 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $27,449 | 2,303 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $26,745 | 2,630 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||