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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's NWG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its NatWest (NWG) stake by 2.6% in Q1 2026, buying an estimated $4.75K and bringing the position to 11,396 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Arkadios Wealth Advisors first reported a position in NWG in Q2 2021 and has held it in 5 quarters since. The position peaked at $194K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Arkadios Wealth Advisors held 11,396 shares of NatWest worth $170K as of Q1 2026.
Arkadios Wealth Advisors bought 286 NatWest shares in Q1 2026, an estimated $4.75K.
NatWest made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1588 holding.
Arkadios Wealth Advisors first reported a position in NatWest in Q2 2021 and has held it in 5 quarters since.
Arkadios Wealth Advisors's NatWest position peaked at $194K in Q4 2025.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.