Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.4B
$53.1 Million 0.02% of portfolio
1,235
Q2 2025 Added 0.73%
$1.41B
$50.6 Million 0.02% of portfolio
2,884
Q3 2024 Added 1.19%
$77.3B
$37.8 Million 0.01% of portfolio
203
Q2 2025 Reduced 14.35%
$3.96B
$32.7 Million 0.01% of portfolio
1,569
Q4 2023 New
$23.7B
$30.5 Million 0.01% of portfolio
1,298
Q2 2025 Reduced 7.22%
$23.9B
$28.8 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$11.8B
$24.7 Million 0.01% of portfolio
1,164
Q2 2025 Reduced 0.68%
$33B
$20.6 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$28.2B
$19.6 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$29B
$16 Million 0.01% of portfolio
390
Q3 2024 Reduced 0.51%
$7.11B
$14.2 Million 0.0% of portfolio
274
Q4 2023 New
$68B
$12.9 Million 0.0% of portfolio
286
Q4 2023 New
$5.44B
$12.8 Million 0.0% of portfolio
877
Q4 2023 New
$10.2B
$12.3 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$7.95B
$9.4 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$7.74B
$8.8 Million 0.0% of portfolio
71
Q4 2023 New
$4.98B
$8.78 Million 0.0% of portfolio
241
Q2 2024 Reduced 4.37%
$2.32B
$7.93 Million 0.0% of portfolio
327
Q4 2023 New
$5.84B
$7.48 Million 0.0% of portfolio
159
Q1 2025 Reduced 17.62%
$3.43B
$6.33 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$16.7B
$6.25 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$2.5B
$5.94 Million 0.0% of portfolio
190
Q2 2025 New
$6.45B
$5.63 Million 0.0% of portfolio
176
Q4 2023 New
$3.72B
$5.56 Million 0.0% of portfolio
228
Q4 2023 New
$369M
$5.05 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$23.8B
$4.39 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$4.94B
$3.72 Million 0.0% of portfolio
416
Q2 2024 New
$7.19B
$3.68 Million 0.0% of portfolio
40
Q1 2025 Added 135.29%
$5.53B
$3.68 Million 0.0% of portfolio
35
Q1 2025 Added 218.18%
$9.01B
$3.59 Million 0.0% of portfolio
46
Q4 2023 New
$5.17B
$3.56 Million 0.0% of portfolio
62
Q4 2023 New
$3.49B
$3.55 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$959M
$3.51 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$7.01B
$3.31 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$7.33B
$3.05 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$2.08B
$2.98 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$358M
$2.67 Million 0.0% of portfolio
155
Q4 2023 New
$316M
$2.65 Million 0.0% of portfolio
114
Q1 2024 New
$6.28B
$2.52 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$1.82B
$2.37 Million 0.0% of portfolio
75
Q1 2025 New
$4.86B
$2.33 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$3.05B
$2.33 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$2.3B
$2.11 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$8.5B
$2.09 Million 0.0% of portfolio
19
Q4 2023 New
$7.02B
$1.95 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$1.85B
$1.94 Million 0.0% of portfolio
44
Q2 2024 New
$1.24B
$1.91 Million 0.0% of portfolio
178
Q4 2023 New
$4.99B
$1.87 Million 0.0% of portfolio
52
Q1 2025 Reduced 7.14%
$4.1B
$1.86 Million 0.0% of portfolio
15
Q2 2024 New
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