Position in NWG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$442,371
+$97,451 QoQ
Shares Held
25,092
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#201
of 422 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $6,768,925 across 15 Banks - Regional names. NWG ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LKFN |
Lakeland Financial Corp
|
30,711 | $1,895,482 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,628 | $893,286 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,057 | $494,483 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
51,490 | $493,274 | |
| 5 | NWG |
NatWest Group plc
This page
|
25,092 | $442,371 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
19,035 | $337,490 | |
| 7 | VLY |
Valley National Bancorp
|
22,875 | $335,118 | |
| 8 | USB |
US Bancorp De
|
4,908 | $296,443 |
All Filings in NWG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,371 | 25,092 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $344,920 | 23,149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $404,617 | 23,121 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $326,935 | 23,105 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $324,204 | 22,912 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $272,932 | 22,897 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $205,789 | 20,235 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||