Aaron Wealth Advisors’s NatWest NWG Stock Holding History

Aaron Wealth Advisors’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	$1.2M	Buy	66,227 +3,196	+5%	+$59K	0.06%	206
2026 Q2	$1.11M	Buy	63,031 +6,622	+12%	+$106K	0.06%	218
2026 Q1	$840K	Buy	56,409 +8,033	+17%	+$133K	0.05%	260
2025 Q4	$847K	Buy	48,376 +10,172	+27%	+$161K	0.05%	284
2025 Q3	$541K	Buy	38,204 +43	+0.1%	+$607	0.03%	393
2025 Q2	$540K	Buy	38,161 +2,226	+6%	+$29.4K	0.06%	215
2025 Q1	$428K	Buy	35,935 +831	+2%	+$9.31K	0.05%	250
2024 Q4	$357K	Buy	35,104 +2,529	+8%	+$25K	0.04%	276
2024 Q3	$305K	Buy	32,575 +7,308	+29%	+$65K	0.04%	298
2024 Q2	$203K	Buy	+25,267	New	+$196K	0.03%	314
2022 Q2	–	Sell	-4,798	Closed	-$29.3K	–	628
2022 Q1	$29.3K	Buy	+4,798	New	+$32.4K	0.01%	552

Other funds holding NWG

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Aaron Wealth Advisors's NWG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its NatWest (NWG) stake by 5.1% in Q3 2026, buying an estimated $59K and bringing the position to 66,227 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #206.

Aaron Wealth Advisors first reported a position in NWG in Q1 2022 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Aaron Wealth Advisors held 66,227 shares of NatWest worth $1.2M as of Q3 2026.
Aaron Wealth Advisors bought 3,196 NatWest shares in Q3 2026, an estimated $59K.
NatWest made up 0.06% of Aaron Wealth Advisors's portfolio in Q3 2026, its #206 holding.
Aaron Wealth Advisors first reported a position in NatWest in Q1 2022 and has held it in 11 quarters since.
38 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.