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Athena Wealth Management’s NatWest NWG Stock Holding History

Athena 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
Q3 		$295K Buy
+16,260
New +$300K 0.21% 87

Other funds holding NWG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Athena Wealth Management's NWG Position: Q3 2026 in Review

Athena Wealth Management opened a new position in NatWest (NWG) in Q3 2026: 16,260 shares worth $295K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings.

20 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Athena Wealth Management held 16,260 shares of NatWest worth $295K as of Q3 2026.
  • NatWest was a new Athena Wealth Management position in Q3 2026.
  • NatWest made up 0.21% of Athena Wealth Management's portfolio in Q3 2026, its #87 holding.
  • 20 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.