Position in NWG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,069
-$536 QoQ
Shares Held
206
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Provenance Wealth Advisors, LLC holds $77,913 across 4 Banks - Regional names. NWG ranks #4 (3.9% of the industry book) .
All Filings in NWG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,069 | 206 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,605 | 206 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,914 | 206 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,914 | 206 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,455 | 206 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,095 | 206 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,928 | 206 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,654 | 206 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,400 | 206 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,159 | 206 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,206 | 207 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||