Atlas Capital Advisors’s NatWest NWG Stock Holding History

Atlas Capital 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	$40.1K	Sell	2,277 -1,162	-34%	-$18.7K	﹤0.01%	761
2026 Q1	$51.2K	Buy	3,439 +241	+8%	+$4K	0.01%	637
2025 Q4	$56K	Buy	+3,198	New	+$50.7K	0.01%	606
2025 Q2	$11K	Sell	774 -920	-54%	-$12.2K	﹤0.01%	769
2025 Q1	$20.2K	Hold	1,694	–	–	﹤0.01%	737
2024 Q4	$17.2K	Sell	1,694 -1,249	-42%	-$12.4K	﹤0.01%	734
2024 Q3	$27.5K	Sell	2,943 -47,382	-94%	-$422K	﹤0.01%	654
2024 Q2	$404K	Buy	+50,325	New	+$391K	0.05%	269
2018 Q4	–	Sell	-15,811	Closed	-$112K	–	590
2018 Q3	$112K	Sell	15,811 -31,282	-66%	-$221K	0.04%	346
2018 Q2	$330K	Buy	+47,093	New	+$379K	0.12%	215

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

Atlas Capital Advisors's NWG Position: Q2 2026 in Review

Atlas Capital Advisors reduced its NatWest (NWG) stake by 34% in Q2 2026, selling an estimated $18.7K and leaving 2,277 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Atlas Capital Advisors first reported a position in NWG in Q2 2018 and has held it in 10 quarters since. The position peaked at $404K in Q2 2024. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Atlas Capital Advisors held 2,277 shares of NatWest worth $40.1K as of Q2 2026.
Atlas Capital Advisors sold 1,162 NatWest shares in Q2 2026, an estimated $18.7K.
NatWest made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #761 holding.
Atlas Capital Advisors first reported a position in NatWest in Q2 2018 and has held it in 10 quarters since.
Atlas Capital Advisors's NatWest position peaked at $404K in Q2 2024.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.