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Ancora Advisors’s NatWest NWG Stock Holding History

Ancora Advisors’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 		$9.77K Sell
554
-1,060
-66% -$17K ﹤0.01% 1480
2026
Q1 		$24K Buy
1,614
+891
+123% +$14.8K ﹤0.01% 1462
2025
Q4 		$12.7K Buy
723
+606
+518% +$9.61K ﹤0.01% 1727
2025
Q3 		$1.66K Hold
117
– – ﹤0.01% 1699
2025
Q2 		$1.66K Buy
+117
New +$1.55K ﹤0.01% 1684

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

Ancora Advisors's NWG Position: Q2 2026 in Review

Ancora Advisors reduced its NatWest (NWG) stake by 66% in Q2 2026, selling an estimated $17K and leaving 554 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Ancora Advisors first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. The position peaked at $24K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Ancora Advisors held 554 shares of NatWest worth $9.77K as of Q2 2026.
  • Ancora Advisors sold 1,060 NatWest shares in Q2 2026, an estimated $17K.
  • NatWest made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1480 holding.
  • Ancora Advisors first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
  • Ancora Advisors's NatWest position peaked at $24K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.