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Scheeler Financial LLC’s NatWest NWG Stock Holding History

Scheeler Financial LLC’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$232K Buy
+12,808
New +$236K 0.18% 59

Other funds holding NWG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Scheeler Financial LLC's NWG Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in NatWest (NWG) in Q3 2026: 12,808 shares worth $232K. The stake represents 0.18% of the portfolio and ranks #59 among its holdings.

27 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Scheeler Financial LLC held 12,808 shares of NatWest worth $232K as of Q3 2026.
  • NatWest was a new Scheeler Financial LLC position in Q3 2026.
  • NatWest made up 0.18% of Scheeler Financial LLC's portfolio in Q3 2026, its #59 holding.
  • 27 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.