Advisory Services Network’s NatWest NWG Stock Holding History

Advisory Services Network’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 Q1	$179K	Buy	+12,046	New	+$200K	﹤0.01%	1878
2025 Q4	–	Sell	-6,375	Closed	-$90.2K	–	3451
2025 Q3	$90.2K	Buy	+6,375	New	+$89.9K	﹤0.01%	2137
2024 Q1	–	Sell	-1,645	Closed	-$9.26K	–	2916
2023 Q4	$9.26K	Buy	+1,645	New	+$8.73K	﹤0.01%	2896
2023 Q2	–	Sell	-1	Closed	-$7	–	2892
2023 Q1	$7	Hold	1	–	–	﹤0.01%	3968
2022 Q4	$6	Buy	+1	New	+$6	﹤0.01%	3991
2021 Q3	–	Sell	-2	Closed	–	–	2613
2021 Q2	$0	Buy	+2	New	+$12	﹤0.01%	3633
2021 Q1	–	Sell	-2	Closed	–	–	2415
2020 Q4	$0	Sell	2 -4,966	-100%	-$19.8K	﹤0.01%	3570
2020 Q3	$14K	Buy	+4,968	New	+$15.4K	﹤0.01%	2251
2020 Q2	–	Sell	-2	Closed	–	–	2170
2020 Q1	$0	Sell	2 -2,019	-100%	-$10.6K	﹤0.01%	3208
2019 Q4	$14K	Buy	2,021 +1,021	+102%	+$6.39K	﹤0.01%	2194
2019 Q3	$7K	Hold	1,000	–	–	﹤0.01%	2309
2019 Q2	$7K	Sell	1,000 -2,305	-70%	-$15.1K	﹤0.01%	2307
2019 Q1	$23K	Buy	3,305 +2,726	+471%	+$19.1K	﹤0.01%	1556
2018 Q4	$3K	Sell	579 -110	-16%	-$704	﹤0.01%	2217
2018 Q3	$5K	Buy	689 +375	+119%	+$2.65K	﹤0.01%	2079
2018 Q2	$2K	Hold	314	–	–	﹤0.01%	2283
2018 Q1	$3K	Hold	314	–	–	﹤0.01%	2299
2017 Q4	$3K	Hold	314	–	–	﹤0.01%	2281
2017 Q3	$2K	Hold	314	–	–	﹤0.01%	2166
2017 Q2	$2K	Hold	314	–	–	﹤0.01%	2121
2017 Q1	$2K	Buy	+314	New	+$1.97K	﹤0.01%	1985
2016 Q3	$5K	Hold	942	–	–	﹤0.01%	1533
2016 Q2	$5K	Buy	+942	New	+$6.6K	﹤0.01%	1407

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Services Network's NWG Position: Q1 2026 in Review

Advisory Services Network opened a new position in NatWest (NWG) in Q1 2026: 12,046 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in NWG as recently as Q3 2025.

Advisory Services Network first reported a position in NWG in Q2 2016 and has held it in 23 quarters since. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Advisory Services Network held 12,046 shares of NatWest worth $179K as of Q1 2026.
NatWest was a new Advisory Services Network position in Q1 2026.
NatWest made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1878 holding.
Advisory Services Network first reported a position in NatWest in Q2 2016 and has held it in 23 quarters since.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.