Baron Wealth Management’s NatWest NWG Stock Holding History

Baron 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 Q2	$973K	Buy	55,179 +7,121	+15%	+$114K	0.25%	55
2026 Q1	$716K	Sell	48,058 -489	-1%	-$8.13K	0.21%	65
2025 Q4	$850K	Buy	48,547 +4,213	+10%	+$66.8K	0.26%	53
2025 Q3	$627K	Buy	44,334 +1,062	+2%	+$15K	0.21%	67
2025 Q2	$612K	Buy	43,272 +7,303	+20%	+$96.5K	0.22%	66
2025 Q1	$429K	Buy	35,969 +16,422	+84%	+$184K	0.19%	88
2024 Q4	$199K	Buy	19,547 +182	+0.9%	+$1.8K	0.09%	185
2024 Q3	$181K	Buy	19,365 +7,017	+57%	+$62.4K	0.09%	199
2024 Q2	$99.2K	Buy	+12,348	New	+$95.9K	0.05%	178

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

Baron Wealth Management's NWG Position: Q2 2026 in Review

Baron Wealth Management increased its NatWest (NWG) stake by 15% in Q2 2026, buying an estimated $114K and bringing the position to 55,179 shares worth $973K. The position accounts for 0.25% of the portfolio, ranked #55.

Baron Wealth Management first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Baron Wealth Management held 55,179 shares of NatWest worth $973K as of Q2 2026.
Baron Wealth Management bought 7,121 NatWest shares in Q2 2026, an estimated $114K.
NatWest made up 0.25% of Baron Wealth Management's portfolio in Q2 2026, its #55 holding.
Baron Wealth Management first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.