Atomi Financial Group’s NatWest NWG Stock Holding History

Atomi Financial Group’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	$1.36M	Buy	77,411 +13,204	+21%	+$212K	0.04%	371
2026 Q1	$957K	Sell	64,207 -6,903	-10%	-$115K	0.03%	453
2025 Q4	$1.24M	Sell	71,110 -25,563	-26%	-$405K	0.04%	348
2025 Q3	$1.37M	Buy	96,673 +3,592	+4%	+$50.7K	0.04%	284
2025 Q2	$1.32M	Buy	93,081 +44,837	+93%	+$593K	0.05%	266
2025 Q1	$575K	Buy	48,244 +3,143	+7%	+$35.2K	0.03%	476
2024 Q4	$459K	Buy	45,101 +5,055	+13%	+$50K	0.02%	515
2024 Q3	$375K	Buy	40,046 +12,236	+44%	+$109K	0.02%	572
2024 Q2	$223K	Buy	27,810 +10,371	+59%	+$80.5K	0.02%	699
2024 Q1	$119K	Buy	17,439 +6,723	+63%	+$39.9K	0.01%	706
2023 Q4	$60.3K	Buy	+10,716	New	+$56.9K	0.01%	598

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

Atomi Financial Group's NWG Position: Q2 2026 in Review

Atomi Financial Group increased its NatWest (NWG) stake by 21% in Q2 2026, buying an estimated $212K and bringing the position to 77,411 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #371.

Atomi Financial Group first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Atomi Financial Group held 77,411 shares of NatWest worth $1.36M as of Q2 2026.
Atomi Financial Group bought 13,204 NatWest shares in Q2 2026, an estimated $212K.
NatWest made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #371 holding.
Atomi Financial Group first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's NatWest position peaked at $1.37M in Q3 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.