American Capital Advisory’s NatWest NWG Stock Holding History

American Capital Advisory’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	$1.6K	Buy	91 +29	+47%	+$466	﹤0.01%	678
2026 Q1	$924	Hold	62	–	–	﹤0.01%	713
2025 Q4	$1.08K	Hold	62	–	–	﹤0.01%	579
2025 Q3	$878	Buy	+62	New	+$875	﹤0.01%	569

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

American Capital Advisory's NWG Position: Q2 2026 in Review

American Capital Advisory increased its NatWest (NWG) stake by 47% in Q2 2026, buying an estimated $466 and bringing the position to 91 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

American Capital Advisory first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

American Capital Advisory held 91 shares of NatWest worth $1.6K as of Q2 2026.
American Capital Advisory bought 29 NatWest shares in Q2 2026, an estimated $466.
NatWest made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #678 holding.
American Capital Advisory first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.