Baker Tilly Wealth Management’s NatWest NWG Stock Holding History

Baker Tilly 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	-12,862	Closed	-$225K	–	304
2025 Q4	$225K	Buy	12,862 +45	+0.4%	+$713	0.06%	259
2025 Q3	$181K	Buy	12,817 +37	+0.3%	+$522	0.04%	273
2025 Q2	$181K	Buy	+12,780	New	+$169K	0.06%	230

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Tilly Wealth Management's NWG Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of NatWest (NWG) in Q1 2026, closing a stake of 12,862 shares — an estimated $225K sold.

Baker Tilly Wealth Management first reported a position in NWG in Q2 2025 and held it in 3 quarters. The position peaked at $225K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Baker Tilly Wealth Management reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
Baker Tilly Wealth Management sold 12,862 NatWest shares in Q1 2026, an estimated $225K.
Baker Tilly Wealth Management first reported a position in NatWest in Q2 2025 and held it in 3 quarters.
Baker Tilly Wealth Management's NatWest position peaked at $225K in Q4 2025.
410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.