AssetMark Inc’s NatWest NWG Stock Holding History

AssetMark Inc’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 Q3	$2.94M	Buy	162,046 +55,033	+51%	+$1.02M	﹤0.01%	857
2026 Q2	$1.89M	Buy	107,013 +4,572	+4%	+$73.5K	﹤0.01%	968
2026 Q1	$1.53M	Sell	102,441 -12,306	-11%	-$204K	﹤0.01%	943
2025 Q4	$2.01M	Sell	114,747 -12,443	-10%	-$197K	﹤0.01%	853
2025 Q3	$1.8M	Buy	127,190 +13,235	+12%	+$187K	﹤0.01%	841
2025 Q2	$1.61M	Sell	113,955 -4,088	-3%	-$54K	﹤0.01%	812
2025 Q1	$1.41M	Sell	118,043 -4,656	-4%	-$52.2K	﹤0.01%	799
2024 Q4	$1.25M	Buy	122,699 +10,587	+9%	+$105K	﹤0.01%	806
2024 Q3	$1.05M	Buy	112,112 +50,419	+82%	+$449K	﹤0.01%	771
2024 Q2	$495K	Buy	61,693 +58,913	+2,119%	+$457K	﹤0.01%	874
2024 Q1	$18.9K	Buy	+2,780	New	+$16.5K	﹤0.01%	1288
2018 Q1	–	Sell	-362	Closed	-$3K	–	1803
2017 Q4	$3K	Buy	362 +176	+95%	+$1.41K	﹤0.01%	1361
2017 Q3	$1K	Buy	+186	New	+$1.35K	﹤0.01%	1380

Other funds holding NWG

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's NWG Position: Q3 2026 in Review

AssetMark Inc increased its NatWest (NWG) stake by 51% in Q3 2026, buying an estimated $1.02M and bringing the position to 162,046 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #857.

AssetMark Inc first reported a position in NWG in Q3 2017 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

AssetMark Inc held 162,046 shares of NatWest worth $2.94M as of Q3 2026.
AssetMark Inc bought 55,033 NatWest shares in Q3 2026, an estimated $1.02M.
NatWest made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #857 holding.
AssetMark Inc first reported a position in NatWest in Q3 2017 and has held it in 13 quarters since.
147 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.