Atlantic Edge Private Wealth Management’s NatWest NWG Stock Holding History

Atlantic Edge Private 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 Q2	$5.29K	Hold	300	–	–	﹤0.01%	490
2026 Q1	$4.47K	Hold	300	–	–	﹤0.01%	471
2025 Q4	$5.25K	Hold	300	–	–	﹤0.01%	455
2025 Q3	$4.25K	Hold	300	–	–	﹤0.01%	452
2025 Q2	$4.25K	Hold	300	–	–	﹤0.01%	430
2025 Q1	$3.58K	Hold	300	–	–	﹤0.01%	432
2024 Q4	$3.05K	Hold	300	–	–	﹤0.01%	422
2024 Q3	$2.81K	Buy	+300	New	+$2.67K	﹤0.01%	433

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

Atlantic Edge Private Wealth Management's NWG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 300 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Atlantic Edge Private Wealth Management first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Atlantic Edge Private Wealth Management held 300 shares of NatWest worth $5.29K as of Q2 2026.
Atlantic Edge Private Wealth Management left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #490 holding.
Atlantic Edge Private Wealth Management first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.