Apollon Wealth Management’s NatWest NWG Stock Holding History

Apollon Wealth Management’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	$240K	Sell	13,601 -845	-6%	-$13.6K	﹤0.01%	1403
2026 Q1	$215K	Buy	14,446 +2,616	+22%	+$43.5K	﹤0.01%	1285
2025 Q4	$207K	Sell	11,830 -1,775	-13%	-$28.1K	﹤0.01%	1217
2025 Q3	$193K	Buy	13,605 +2,719	+25%	+$38.4K	﹤0.01%	1232
2025 Q2	$154K	Buy	10,886 +514	+5%	+$6.79K	﹤0.01%	1200
2025 Q1	$124K	Sell	10,372 -246	-2%	-$2.76K	﹤0.01%	1136
2024 Q4	$108K	Buy	+10,618	New	+$105K	﹤0.01%	1133

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

Apollon Wealth Management's NWG Position: Q2 2026 in Review

Apollon Wealth Management reduced its NatWest (NWG) stake by 5.8% in Q2 2026, selling an estimated $13.6K and leaving 13,601 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Apollon Wealth Management first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Apollon Wealth Management held 13,601 shares of NatWest worth $240K as of Q2 2026.
Apollon Wealth Management sold 845 NatWest shares in Q2 2026, an estimated $13.6K.
NatWest made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1403 holding.
Apollon Wealth Management first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.