Activest Wealth Management’s NatWest NWG Stock Holding History

Activest 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	$3.09K	Buy	175 +6	+4%	+$96	﹤0.01%	790
2026 Q1	$2.52K	Hold	169	–	–	﹤0.01%	924
2025 Q4	$2.96K	Hold	169	–	–	﹤0.01%	839
2025 Q3	$2.39K	Buy	169 +3	+2%	+$42	﹤0.01%	757
2025 Q2	$2.35K	Buy	166 +5	+3%	+$66	﹤0.01%	665
2025 Q1	$1.92K	Hold	161	–	–	﹤0.01%	662
2024 Q4	$1.64K	Hold	161	–	–	﹤0.01%	440
2024 Q3	$1.51K	Buy	161 +2	+1%	+$18	﹤0.01%	445
2024 Q2	$1.27K	Buy	159 +6	+4%	+$47	﹤0.01%	429
2024 Q1	$1.04K	Buy	+153	New	+$908	﹤0.01%	330
2023 Q4	–	Sell	-153	Closed	-$892	–	362
2023 Q3	$892	Buy	153 +4	+3%	+$24	﹤0.01%	302
2023 Q2	$454	Buy	+149	New	+$979	﹤0.01%	280
2022 Q3	–	Sell	-144	Closed	-$1K	–	567
2022 Q2	$1K	Buy	144 +5	+4%	+$30	﹤0.01%	363
2022 Q1	$1K	Buy	+139	New	+$938	﹤0.01%	326

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

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

Activest Wealth Management increased its NatWest (NWG) stake by 3.6% in Q2 2026, buying an estimated $96 and bringing the position to 175 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Activest Wealth Management first reported a position in NWG in Q1 2022 and has held it in 14 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Activest Wealth Management held 175 shares of NatWest worth $3.09K as of Q2 2026.
Activest Wealth Management bought 6 NatWest shares in Q2 2026, an estimated $96.
NatWest made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #790 holding.
Activest Wealth Management first reported a position in NatWest in Q1 2022 and has held it in 14 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.