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Aprio Wealth Management’s NatWest NWG Stock Holding History

Aprio 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 		$353K Buy
20,044
+1,314
+7% +$21.1K 0.02% 471
2026
Q1 		$279K Sell
18,730
-567
-3% -$9.42K 0.02% 503
2025
Q4 		$346K Buy
19,297
+1,492
+8% +$23.6K 0.02% 400
2025
Q3 		$252K Sell
17,805
-247
-1% -$3.48K 0.03% 366
2025
Q2 		$255K Buy
18,052
+4,820
+36% +$63.7K 0.03% 333
2025
Q1 		$158K Buy
+13,232
New +$148K 0.02% 364
2023
Q4 		– Sell
-12,080
Closed -$70.4K – 210
2023
Q3 		$70.4K Buy
+12,080
New +$73K 0.02% 175

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

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

Aprio Wealth Management increased its NatWest (NWG) stake by 7% in Q2 2026, buying an estimated $21.1K and bringing the position to 20,044 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #471.

Aprio Wealth Management first reported a position in NWG in Q3 2023 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Aprio Wealth Management held 20,044 shares of NatWest worth $353K as of Q2 2026.
  • Aprio Wealth Management bought 1,314 NatWest shares in Q2 2026, an estimated $21.1K.
  • NatWest made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Aprio Wealth Management first reported a position in NatWest in Q3 2023 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.