Albion Financial Group’s NatWest NWG Stock Holding History

Albion Financial Group’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	-71	Closed	-$1.06K	–	723
2026 Q1	$1.06K	Buy	+71	New	+$1.18K	﹤0.01%	638
2021 Q4	–	Sell	-297	Closed	-$2K	–	667
2021 Q3	$2K	Hold	297	–	–	﹤0.01%	464
2021 Q2	$2K	Buy	+297	New	+$1.79K	﹤0.01%	459
2020 Q4	$1K	Buy	+297	New	+$1.19K	﹤0.01%	461

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

Albion Financial Group's NWG Position: Q2 2026 in Review

Albion Financial Group sold out of NatWest (NWG) in Q2 2026, closing a stake of 71 shares — an estimated $1.06K sold.

Albion Financial Group first reported a position in NWG in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Albion Financial Group reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 71 NatWest shares in Q2 2026, an estimated $1.06K.
Albion Financial Group first reported a position in NatWest in Q4 2020 and held it in 4 quarters.
Albion Financial Group's NatWest position peaked at $2K in Q3 2021.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.