Action Point Financial Planning’s NatWest NWG Stock Holding History

Action Point Financial Planning’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	$564	Buy	+32	New	+$514	﹤0.01%	2609

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

Action Point Financial Planning's NWG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NatWest (NWG) in Q2 2026: 32 shares worth $564. The stake represents ﹤0.01% of the portfolio and ranks #2609 among its holdings.

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

Action Point Financial Planning held 32 shares of NatWest worth $564 as of Q2 2026.
NatWest was a new Action Point Financial Planning position in Q2 2026.
NatWest made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2609 holding.
422 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.