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Allworth Financial’s NatWest NWG Stock Holding History

Allworth Financial’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 		$62.6K Sell
3,553
-262
-7% -$4.21K ﹤0.01% 2285
2026
Q1 		$56.8K Sell
3,815
-836
-18% -$13.9K ﹤0.01% 2224
2025
Q4 		$81.4K Buy
4,651
+1,912
+70% +$30.3K ﹤0.01% 1879
2025
Q3 		$38.8K Buy
2,739
+1,784
+187% +$25.2K ﹤0.01% 2277
2025
Q2 		$13.5K Buy
955
+113
+13% +$1.49K ﹤0.01% 2752
2025
Q1 		$10.7K Sell
842
-51
-6% -$572 ﹤0.01% 2399
2024
Q4 		$9.26K Buy
893
+341
+62% +$3.38K ﹤0.01% 2470
2024
Q3 		$5.17K Buy
552
+312
+130% +$2.78K ﹤0.01% 2554
2024
Q2 		$2.1K Buy
240
+58
+32% +$450 ﹤0.01% 2900
2024
Q1 		$1.24K Hold
182
– – ﹤0.01% 3008
2023
Q4 		$1.02K Sell
182
-36
-17% -$191 ﹤0.01% 2941
2023
Q3 		$1.27K Sell
218
-573
-72% -$3.46K ﹤0.01% 2744
2023
Q2 		$4.84K Sell
791
-596
-43% -$3.92K ﹤0.01% 2111
2023
Q1 		$9.15K Buy
1,387
+1,386
+138,600% +$9.78K ﹤0.01% 1821
2022
Q4 		$6 Sell
1
-1,141
-100% -$6.68K ﹤0.01% 2968
2022
Q3 		$6K Buy
1,142
+138
+14% +$850 ﹤0.01% 1829
2022
Q2 		$6K Buy
+1,004
New +$6.02K ﹤0.01% 1716

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's NWG Position: Q2 2026 in Review

Allworth Financial reduced its NatWest (NWG) stake by 6.9% in Q2 2026, selling an estimated $4.21K and leaving 3,553 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Allworth Financial first reported a position in NWG in Q2 2022 and has held it in 17 quarters since. The position peaked at $81.4K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Allworth Financial held 3,553 shares of NatWest worth $62.6K as of Q2 2026.
  • Allworth Financial sold 262 NatWest shares in Q2 2026, an estimated $4.21K.
  • NatWest made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2285 holding.
  • Allworth Financial first reported a position in NatWest in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's NatWest position peaked at $81.4K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.