Position in NWG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,901,325
-$726,466 QoQ
Shares Held
221,289
-28.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 422 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $210,707,750 across 60 Banks - Regional names. NWG ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
823,380 | $49,732,152 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
154,962 | $38,154,743 | |
| 3 | TFC |
Truist Financial Corp
|
311,076 | $15,497,806 | |
| 4 | FITB |
Fifth Third Bancorp
|
212,409 | $11,973,495 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,453,513 | $8,473,980 | |
| 6 | RF |
Regions Financial Corp
|
238,565 | $7,204,663 | |
| 7 | IBN |
Icici Bank Ltd
|
214,800 | $6,235,644 | |
| 8 | WTFC |
Wintrust Financial Corp
|
34,340 | $5,519,124 |
All Filings in NWG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,901,325 | 221,289 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,627,791 | 310,590 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $7,128,292 | 407,331 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,465,409 | 386,248 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,120,517 | 361,874 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,420,797 | 203,087 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $852,449 | 83,820 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $650,810 | 69,531 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $335,565 | 41,789 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $203,700 | 29,956 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $136,527 | 24,250 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $111,411 | 19,110 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $91,267 | 14,913 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $86,479 | 13,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $84,613 | 13,098 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||