Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.39B
$58.3 Million 0.02% of portfolio
2,952
Q4 2025 Added 1.2%
$59.5B
$53.7 Million 0.01% of portfolio
1,092
Q4 2025 Reduced 11.58%
$74.3B
$35.5 Million 0.01% of portfolio
170
Q3 2025 Reduced 16.26%
$23.3B
$34.8 Million 0.01% of portfolio
1,284
Q3 2025 Reduced 1.08%
$3.62B
$32.5 Million 0.01% of portfolio
1,569
Q4 2023 New
$11B
$27.8 Million 0.01% of portfolio
1,164
Q2 2025 Reduced 0.68%
$26.8B
$21.5 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$29.2B
$18.3 Million 0.0% of portfolio
390
Q3 2024 Reduced 0.51%
$67.6B
$15.3 Million 0.0% of portfolio
286
Q4 2023 New
$9.92B
$14.2 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$5.57B
$13.8 Million 0.0% of portfolio
808
Q4 2025 Reduced 7.87%
$6.8B
$13.7 Million 0.0% of portfolio
274
Q4 2023 New
$32.3B
$11.1 Million 0.0% of portfolio
55
Q4 2025 Reduced 48.11%
$7.79B
$9.93 Million 0.0% of portfolio
71
Q4 2023 New
$4.9B
$9.26 Million 0.0% of portfolio
241
Q2 2024 Reduced 4.37%
$5.6B
$8.59 Million 0.0% of portfolio
309
Q4 2023 New
$2.21B
$8.18 Million 0.0% of portfolio
327
Q4 2023 New
$7.01B
$7.54 Million 0.0% of portfolio
176
Q4 2023 New
$16.4B
$7.41 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$5.22B
$7.32 Million 0.0% of portfolio
159
Q1 2025 Reduced 17.62%
$7.63B
$7.03 Million 0.0% of portfolio
120
Q4 2025 Reduced 33.7%
$2.43B
$6.71 Million 0.0% of portfolio
190
Q2 2025 New
$3.38B
$6.35 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$22.7B
$6.02 Million 0.0% of portfolio
347
Q4 2025 Added 32.44%
$3.8B
$5.87 Million 0.0% of portfolio
228
Q4 2023 New
$417M
$5.75 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$5.47B
$4.86 Million 0.0% of portfolio
416
Q2 2024 New
$973M
$4.06 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$8.51B
$3.87 Million 0.0% of portfolio
46
Q4 2023 New
$3.49B
$3.78 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$5.03B
$3.76 Million 0.0% of portfolio
59
Q4 2025 Reduced 4.84%
$358M
$3.2 Million 0.0% of portfolio
155
Q4 2023 New
$1.94B
$2.92 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$6.81B
$2.86 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$5.24B
$2.76 Million 0.0% of portfolio
24
Q4 2025 Reduced 31.43%
$5.06B
$2.67 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$6.08B
$2.61 Million 0.0% of portfolio
117
Q4 2025 Reduced 0.85%
$334M
$2.53 Million 0.0% of portfolio
114
Q1 2024 New
$1.85B
$2.49 Million 0.0% of portfolio
75
Q1 2025 New
$7.23B
$2.37 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$8.39B
$2.37 Million 0.0% of portfolio
19
Q4 2023 New
$1.82B
$2.24 Million 0.0% of portfolio
44
Q2 2024 New
$2.14B
$2.06 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$348M
$1.99 Million 0.0% of portfolio
120
Q2 2024 Added 185.71%
$3.15B
$1.97 Million 0.0% of portfolio
27
Q4 2025 Reduced 27.03%
$1.16B
$1.88 Million 0.0% of portfolio
48
Q4 2023 New
$3.13B
$1.73 Million 0.0% of portfolio
94
Q4 2023 New
$6.39B
$1.73 Million 0.0% of portfolio
33
Q4 2025 Reduced 32.65%
$3.65B
$1.59 Million 0.0% of portfolio
15
Q2 2024 New
Filter Shares Options
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email