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Axxcess Wealth Management’s NatWest NWG Stock Holding History

Axxcess 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
Q1 		– Sell
-11,868
Closed -$208K – 789
2025
Q4 		$208K Sell
11,868
-1,071
-8% -$17K ﹤0.01% 981
2025
Q3 		$183K Sell
12,939
-656
-5% -$9.26K ﹤0.01% 899
2025
Q2 		$192K Buy
+13,595
New +$180K ﹤0.01% 853

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axxcess Wealth Management's NWG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of NatWest (NWG) in Q1 2026, closing a stake of 11,868 shares — an estimated $208K sold.

Axxcess Wealth Management first reported a position in NWG in Q2 2025 and held it in 3 quarters. The position peaked at $208K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,868 NatWest shares in Q1 2026, an estimated $208K.
  • Axxcess Wealth Management first reported a position in NatWest in Q2 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's NatWest position peaked at $208K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.