Baldwin Wealth Partners’s NatWest NWG Stock Holding History

Baldwin Wealth Partners’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 Q3	$269K	Hold	14,840	–	–	0.02%	198
2026 Q2	$262K	Sell	14,840 -676	-4%	-$10.9K	0.02%	199
2026 Q1	$231K	Hold	15,516	–	–	0.02%	201
2025 Q4	$272K	Hold	15,516	–	–	0.02%	213
2025 Q3	$220K	Hold	15,516	–	–	0.01%	218
2025 Q2	$220K	Sell	15,516 -8,170	-34%	-$108K	0.01%	206
2025 Q1	$282K	Sell	23,686 -13,964	-37%	-$157K	0.02%	186
2024 Q4	$383K	Sell	37,650 -54,574	-59%	-$540K	0.03%	171
2024 Q3	$863K	Buy	+92,224	New	+$820K	0.06%	133

Other funds holding NWG

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Baldwin Wealth Partners's NWG Position: Q3 2026 in Review

Baldwin Wealth Partners held its NatWest (NWG) position steady in Q3 2026 at 14,840 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #198.

Baldwin Wealth Partners first reported a position in NWG in Q3 2024 and has held it in 9 quarters since. The position peaked at $863K in Q3 2024. 147 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Baldwin Wealth Partners held 14,840 shares of NatWest worth $269K as of Q3 2026.
Baldwin Wealth Partners left its NatWest share count unchanged in Q3 2026.
NatWest made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #198 holding.
Baldwin Wealth Partners first reported a position in NatWest in Q3 2024 and has held it in 9 quarters since.
Baldwin Wealth Partners's NatWest position peaked at $863K in Q3 2024.
147 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.