Bellars Harris Wealth Management, LLC’s NatWest NWG Stock Holding History

Bellars Harris Wealth Management, 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 Q2	$9.24M	Buy	+523,908	New	+$8.42M	1.88%	18

Other funds holding NWG

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's NWG Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in NatWest (NWG) in Q2 2026: 523,908 shares worth $9.24M. The stake represents 1.88% of the portfolio and ranks #18 among its holdings.

200 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Bellars Harris Wealth Management, LLC held 523,908 shares of NatWest worth $9.24M as of Q2 2026.
NatWest was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
NatWest made up 1.88% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #18 holding.
200 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.