Arax Advisory Partners’s NatWest NWG Stock Holding History

Arax Advisory Partners’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	$1.39M	Buy	78,828 +75,315	+2,144%	+$1.21M	0.01%	1026
2026 Q1	$52.3K	Sell	3,513 -3,264	-48%	-$54.2K	﹤0.01%	1680
2025 Q4	$119K	Sell	6,777 -126,872	-95%	-$2.01M	﹤0.01%	1262
2025 Q3	$1.89M	Buy	133,649 +130,484	+4,123%	+$1.84M	0.03%	480
2025 Q2	$85.2K	Buy	3,165 +2,878	+1,003%	+$38K	﹤0.01%	1008
2025 Q1	$3.42K	Buy	+287	New	+$3.22K	﹤0.01%	1920
2024 Q1	–	Sell	-658	Closed	-$3.71K	–	1370
2023 Q4	$3.71K	Buy	658 +377	+134%	+$2K	﹤0.01%	939
2023 Q3	$1.64K	Buy	+281	New	+$1.7K	﹤0.01%	1046

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

Arax Advisory Partners's NWG Position: Q2 2026 in Review

Arax Advisory Partners increased its NatWest (NWG) stake by 2,144% in Q2 2026, buying an estimated $1.21M and bringing the position to 78,828 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1026.

Arax Advisory Partners first reported a position in NWG in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Arax Advisory Partners held 78,828 shares of NatWest worth $1.39M as of Q2 2026.
Arax Advisory Partners bought 75,315 NatWest shares in Q2 2026, an estimated $1.21M.
NatWest made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1026 holding.
Arax Advisory Partners first reported a position in NatWest in Q3 2023 and has held it in 8 quarters since.
Arax Advisory Partners's NatWest position peaked at $1.89M in Q3 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.