Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.5B
$56.5 Million 0.02% of portfolio
1,235
Q2 2025 Added 0.73%
$1.39B
$56.2 Million 0.02% of portfolio
2,917
Q3 2025 Added 1.14%
$3.62B
$34.6 Million 0.01% of portfolio
1,569
Q4 2023 New
$25.6B
$34.2 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$74.3B
$34.2 Million 0.01% of portfolio
170
Q3 2025 Reduced 16.26%
$23.3B
$33.9 Million 0.01% of portfolio
1,284
Q3 2025 Reduced 1.08%
$11B
$26.3 Million 0.01% of portfolio
1,164
Q2 2025 Reduced 0.68%
$32.3B
$20.9 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$26.8B
$17.9 Million 0.0% of portfolio
10
Q2 2024 Reduced 56.52%
$29.2B
$17.4 Million 0.0% of portfolio
390
Q3 2024 Reduced 0.51%
$5.57B
$14.1 Million 0.0% of portfolio
877
Q4 2023 New
$67.6B
$13.8 Million 0.0% of portfolio
286
Q4 2023 New
$6.8B
$13.4 Million 0.0% of portfolio
274
Q4 2023 New
$9.92B
$13.4 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$7.63B
$10.2 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$7.79B
$9.4 Million 0.0% of portfolio
71
Q4 2023 New
$5.6B
$8.75 Million 0.0% of portfolio
309
Q4 2023 New
$2.21B
$8.26 Million 0.0% of portfolio
327
Q4 2023 New
$5.22B
$8.11 Million 0.0% of portfolio
159
Q1 2025 Reduced 17.62%
$16.4B
$6.71 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$2.43B
$6.71 Million 0.0% of portfolio
190
Q2 2025 New
$7.01B
$6.61 Million 0.0% of portfolio
176
Q4 2023 New
$3.38B
$6.2 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$3.8B
$5.86 Million 0.0% of portfolio
228
Q4 2023 New
$417M
$5.37 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$22.7B
$4.53 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$5.47B
$4.41 Million 0.0% of portfolio
416
Q2 2024 New
$5.24B
$4.14 Million 0.0% of portfolio
35
Q1 2025 Added 218.18%
$8.51B
$3.99 Million 0.0% of portfolio
46
Q4 2023 New
$5.03B
$3.88 Million 0.0% of portfolio
62
Q4 2023 New
$3.49B
$3.75 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$973M
$3.71 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$1.94B
$3.06 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$6.39B
$2.93 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$358M
$2.91 Million 0.0% of portfolio
155
Q4 2023 New
$6.81B
$2.81 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$5.06B
$2.64 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$6.08B
$2.59 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$3.15B
$2.56 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$8.39B
$2.41 Million 0.0% of portfolio
19
Q4 2023 New
$1.85B
$2.4 Million 0.0% of portfolio
75
Q1 2025 New
$1.82B
$2.33 Million 0.0% of portfolio
44
Q2 2024 New
$334M
$2.32 Million 0.0% of portfolio
114
Q1 2024 New
$7.23B
$2.23 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$2.14B
$2.07 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$1.23B
$1.92 Million 0.0% of portfolio
178
Q4 2023 New
$3.65B
$1.9 Million 0.0% of portfolio
15
Q2 2024 New
$1.16B
$1.89 Million 0.0% of portfolio
48
Q4 2023 New
$348M
$1.87 Million 0.0% of portfolio
120
Q2 2024 Added 185.71%
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