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Bare Financial Services’s NatWest NWG Stock Holding History

Bare Financial 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
2026
Q2 		$13.6K Buy
774
+302
+64% +$4.86K ﹤0.01% 458
2026
Q1 		$7.03K Buy
472
+132
+39% +$2.19K ﹤0.01% 509
2025
Q4 		$5.95K Hold
340
– – ﹤0.01% 470
2025
Q3 		$4.81K Hold
340
– – ﹤0.01% 558
2025
Q2 		$4.81K Buy
340
+215
+172% +$2.84K ﹤0.01% 506
2025
Q1 		$1.49K Buy
+125
New +$1.4K ﹤0.01% 393

Other funds holding NWG

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bare Financial Services's NWG Position: Q2 2026 in Review

Bare Financial Services increased its NatWest (NWG) stake by 64% in Q2 2026, buying an estimated $4.86K and bringing the position to 774 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Bare Financial Services first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Bare Financial Services held 774 shares of NatWest worth $13.6K as of Q2 2026.
  • Bare Financial Services bought 302 NatWest shares in Q2 2026, an estimated $4.86K.
  • NatWest made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #458 holding.
  • Bare Financial Services first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.