Position in NWG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$303,659
New position
Shares Held
17,224
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 103 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, 2026Larry Mathis Financial Planning, LLC holds $3,506,294 across 10 Banks - Regional names. NWG ranks #7 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
36,694 | $490,231 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $471,511 | |
| 3 | USB |
US Bancorp \De\
|
7,535 | $455,114 | |
| 4 | TFC |
Truist Financial Corp
|
6,969 | $347,195 | |
| 5 | LYG |
Lloyds Banking Group plc
|
58,725 | $342,366 | |
| 6 | FITB |
Fifth Third Bancorp
|
5,569 | $313,924 | |
| 7 | NWG |
NatWest Group plc
This page
|
17,224 | $303,659 | |
| 8 | MTB |
M&T Bank Corp
|
1,180 | $280,851 |
All Filings in NWG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,659 | 17,224 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||