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Annis Gardner Whiting Capital Advisors’s NatWest NWG Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-617
Closed -$9.19K – 958
2026
Q1 		$9.19K Hold
617
– – ﹤0.01% 878
2025
Q4 		$10.8K Buy
+617
New +$9.78K ﹤0.01% 764
2025
Q3 		– Sell
-757
Closed -$10.7K – 1364
2025
Q2 		$10.7K Buy
+757
New +$10K ﹤0.01% 699

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

Annis Gardner Whiting Capital Advisors's NWG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of NatWest (NWG) in Q2 2026, closing a stake of 617 shares — an estimated $9.19K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NWG in Q2 2025 and held it in 3 quarters. The position peaked at $10.8K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 617 NatWest shares in Q2 2026, an estimated $9.19K.
  • Annis Gardner Whiting Capital Advisors first reported a position in NatWest in Q2 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's NatWest position peaked at $10.8K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.