Abound Wealth Management’s NatWest NWG Stock Holding History

Abound Wealth Management’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	$529	Hold	30	–	–	﹤0.01%	936
2026 Q1	$447	Hold	30	–	–	﹤0.01%	1073
2025 Q4	$525	Hold	30	–	–	﹤0.01%	953
2025 Q3	$425	Hold	30	–	–	﹤0.01%	944
2025 Q2	$425	Hold	30	–	–	﹤0.01%	878
2025 Q1	$358	Sell	30 -26	-46%	-$291	﹤0.01%	849
2024 Q4	$570	Hold	56	–	–	﹤0.01%	785
2024 Q3	$525	Sell	56 -4	-7%	-$36	﹤0.01%	867
2024 Q2	$482	Hold	60	–	–	﹤0.01%	839
2024 Q1	$408	Sell	60 -8	-12%	-$47	﹤0.01%	981
2023 Q4	$383	Buy	+68	New	+$361	﹤0.01%	1043

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's NWG Position: Q2 2026 in Review

Abound Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 30 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Abound Wealth Management first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $570 in Q4 2024. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Abound Wealth Management held 30 shares of NatWest worth $529 as of Q2 2026.
Abound Wealth Management left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #936 holding.
Abound Wealth Management first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
Abound Wealth Management's NatWest position peaked at $570 in Q4 2024.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.