Arkadios Wealth Advisors’s NatWest NWG Stock Holding History

Arkadios Wealth 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	$218K	Buy	12,380 +984	+9%	+$15.8K	﹤0.01%	1579
2026 Q1	$170K	Buy	11,396 +286	+3%	+$4.75K	﹤0.01%	1588
2025 Q4	$194K	Buy	11,110 +849	+8%	+$13.5K	﹤0.01%	1456
2025 Q3	$145K	Buy	+10,261	New	+$145K	﹤0.01%	1386
2021 Q4	–	Sell	-7	Closed	–	–	1366
2021 Q3	$0	Hold	7	–	–	﹤0.01%	1995
2021 Q2	$0	Buy	+7	New	+$42	﹤0.01%	2005

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

Arkadios Wealth Advisors's NWG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its NatWest (NWG) stake by 8.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 12,380 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Arkadios Wealth Advisors first reported a position in NWG in Q2 2021 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Arkadios Wealth Advisors held 12,380 shares of NatWest worth $218K as of Q2 2026.
Arkadios Wealth Advisors bought 984 NatWest shares in Q2 2026, an estimated $15.8K.
NatWest made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1579 holding.
Arkadios Wealth Advisors first reported a position in NatWest in Q2 2021 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.