Position in NWG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$88,357,502
+$13,714,002 QoQ
Shares Held
5,011,770
+0.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 424 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 97%
Shared 2%
None 0%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. NWG ranks #99 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in NWG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,357,502 | 5,011,770 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $74,643,500 | 5,009,631 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $87,626,401 | 5,007,223 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $71,899,374 | 5,081,228 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,152,124 | 5,240,433 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,197,826 | 7,315,254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $74,472,039 | 7,322,718 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,518,382 | 7,106,665 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $56,596,995 | 7,048,194 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $46,530,732 | 6,842,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $37,342,341 | 6,632,743 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,226,831 | 6,213,865 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,834,017 | 4,711,441 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,397,327 | 3,696,565 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,854,683 | 4,157,072 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,218,479 | 3,851,399 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,503,224 | 4,129,064 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,141,682 | 4,074,233 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,233,891 | 3,966,238 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $23,519,476 | 3,861,983 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $25,309,224 | 4,487,441 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,020,685 | 4,659,376 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $21,256,140 | 4,702,676 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $12,317,523 | 4,579,016 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||