Advisors Preferred’s NatWest NWG Stock Holding History

Advisors Preferred’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	–	Sell	-34,503	Closed	-$514K	–	288
2026 Q1	$514K	Buy	+34,503	New	+$573K	0.08%	140
2025 Q4	–	Sell	-35,575	Closed	-$507K	–	285
2025 Q3	$507K	Buy	+35,575	New	+$502K	0.07%	136
2025 Q2	–	Sell	-34,620	Closed	-$415K	–	268
2025 Q1	$415K	Buy	+34,620	New	+$388K	0.06%	176

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

Advisors Preferred's NWG Position: Q2 2026 in Review

Advisors Preferred sold out of NatWest (NWG) in Q2 2026, closing a stake of 34,503 shares — an estimated $514K sold.

Advisors Preferred first reported a position in NWG in Q1 2025 and held it in 3 quarters. The position peaked at $514K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Advisors Preferred reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Advisors Preferred sold 34,503 NatWest shares in Q2 2026, an estimated $514K.
Advisors Preferred first reported a position in NatWest in Q1 2025 and held it in 3 quarters.
Advisors Preferred's NatWest position peaked at $514K in Q1 2026.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.