Avantax Advisory Services’s NatWest NWG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.88M	Buy	203,335 +30,840	+18%	+$408K	0.02%	636
2025 Q1	$2.06M	Buy	172,495 +153,136	+791%	+$1.72M	0.01%	724
2024 Q4	$197K	Buy	19,359 +6,335	+49%	+$62.7K	﹤0.01%	2057
2024 Q3	$122K	Buy	13,024 +129	+1%	+$1.15K	﹤0.01%	2059
2024 Q2	$104K	Buy	+12,895	New	+$100K	﹤0.01%	2011

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Avantax Advisory Services's NWG Position: Q2 2025 in Review

Avantax Advisory Services increased its NatWest (NWG) stake by 18% in Q2 2025, buying an estimated $408K and bringing the position to 203,335 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #636.

Avantax Advisory Services first reported a position in NWG in Q2 2024 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

Avantax Advisory Services held 203,335 shares of NatWest worth $2.88M as of Q2 2025.
Avantax Advisory Services bought 30,840 NatWest shares in Q2 2025, an estimated $408K.
NatWest made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #636 holding.
Avantax Advisory Services first reported a position in NatWest in Q2 2024 and has held it in 5 quarters since.
367 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.