Position in NWG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,411,147
+$2,527,183 QoQ
Shares Held
477,093
+20.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 422 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $975,059,231 across 144 Banks - Regional names. NWG ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in NWG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,411,147 | 477,093 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,883,964 | 394,897 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,294,873 | 416,850 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,193,538 | 437,706 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,103,385 | 643,349 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,425,987 | 539,093 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,120,921 | 405,204 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,711,144 | 396,490 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,825,996 | 351,930 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,557,240 | 229,006 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,145,440 | 203,453 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $890,560 | 152,755 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $939,290 | 153,479 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $976,397 | 147,939 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $952,797 | 147,492 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $760,540 | 152,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $91,019 | 16,701 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $94,508 | 16,639 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $76,014 | 12,441 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,230 | 10,547 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||