Barometer Capital Management’s NatWest NWG Stock Holding History

Barometer Capital 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 Q2	$2.01M	Buy	114,000 +26,500	+30%	+$426K	0.56%	40
2026 Q1	$1.3M	Buy	87,500 +78,977	+927%	+$1.31M	0.45%	53
2025 Q4	$2.18M	Sell	8,523 -69,201	-89%	-$1.1M	0.53%	34
2025 Q3	$1.1M	Buy	77,724 +24,500	+46%	+$346K	0.25%	58
2025 Q2	$740K	Buy	53,224 +31,300	+143%	+$414K	0.2%	55
2025 Q1	$261K	Hold	21,924	–	–	0.1%	98
2024 Q4	$176K	Hold	21,924	–	–	0.07%	114
2024 Q3	$205K	Hold	21,924	–	–	0.06%	111
2024 Q2	$176K	Sell	21,924 -34,000	-61%	-$264K	0.07%	131
2024 Q1	$431K	Buy	55,924 +34,824	+165%	+$207K	0.11%	97
2023 Q4	$119K	Buy	+21,100	New	+$112K	0.03%	147

Other funds holding NWG

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barometer Capital Management's NWG Position: Q2 2026 in Review

Barometer Capital Management increased its NatWest (NWG) stake by 30% in Q2 2026, buying an estimated $426K and bringing the position to 114,000 shares worth $2.01M. The position accounts for 0.56% of the portfolio, ranked #40.

Barometer Capital Management first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Barometer Capital Management held 114,000 shares of NatWest worth $2.01M as of Q2 2026.
Barometer Capital Management bought 26,500 NatWest shares in Q2 2026, an estimated $426K.
NatWest made up 0.56% of Barometer Capital Management's portfolio in Q2 2026, its #40 holding.
Barometer Capital Management first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
Barometer Capital Management's NatWest position peaked at $2.18M in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.