Atria Investments’s NatWest NWG Stock Holding History

Atria Investments’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	$1.73M	Sell	98,232 -28,367	-22%	-$456K	0.02%	836
2026 Q1	$1.89M	Sell	126,599 -11,382	-8%	-$189K	0.02%	736
2025 Q4	$2.41M	Sell	137,981 -2,665	-2%	-$42.2K	0.03%	642
2025 Q3	$1.99M	Buy	140,646 +2,239	+2%	+$31.6K	0.02%	723
2025 Q2	$1.96M	Buy	138,407 +16,033	+13%	+$212K	0.02%	736
2025 Q1	$1.46M	Buy	122,374 +23,062	+23%	+$259K	0.02%	844
2024 Q4	$1.01M	Buy	99,312 +4,481	+5%	+$44.4K	0.01%	979
2024 Q3	$888K	Sell	94,831 -11,953	-11%	-$106K	0.01%	1028
2024 Q2	$857K	Buy	+106,784	New	+$829K	0.01%	1018

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

Atria Investments's NWG Position: Q2 2026 in Review

Atria Investments reduced its NatWest (NWG) stake by 22% in Q2 2026, selling an estimated $456K and leaving 98,232 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #836.

Atria Investments first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Atria Investments held 98,232 shares of NatWest worth $1.73M as of Q2 2026.
Atria Investments sold 28,367 NatWest shares in Q2 2026, an estimated $456K.
NatWest made up 0.02% of Atria Investments's portfolio in Q2 2026, its #836 holding.
Atria Investments first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
Atria Investments's NatWest position peaked at $2.41M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.