Position in NWG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,462
New position
Shares Held
480
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 422 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026United Financial Planning Group LLC holds $162,947 across 13 Banks - Regional names. NWG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
713 | $43,065 | |
| 2 | OCFC |
Oceanfirst Financial Corp
|
956 | $18,670 | |
| 3 | 240 | $18,340 | |||
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
182 | $12,752 | |
| 5 | BAP |
Credicorp Ltd
|
30 | $11,687 | |
| 6 | NWG |
NatWest Group plc
This page
|
480 | $8,462 | |
| 7 | FHN |
First Horizon Corp
|
323 | $8,281 | |
| 8 | BPOP |
Popular, Inc.
|
48 | $7,880 |
All Filings in NWG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,462 | 480 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||