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Beacon Pointe Advisors’s NatWest NWG Stock Holding History

Beacon Pointe Advisors’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 		$239K Sell
13,550
-6,627
-33% -$107K ﹤0.01% 1726
2026
Q1 		$301K Buy
+20,177
New +$335K ﹤0.01% 1536
2024
Q3 		– Sell
-10,120
Closed -$81.3K – 1285
2024
Q2 		$81.3K Buy
+10,120
New +$78.6K ﹤0.01% 1234

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

Beacon Pointe Advisors's NWG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its NatWest (NWG) stake by 33% in Q2 2026, selling an estimated $107K and leaving 13,550 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Beacon Pointe Advisors first reported a position in NWG in Q2 2024 and has held it in 3 quarters since. The position peaked at $301K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Beacon Pointe Advisors held 13,550 shares of NatWest worth $239K as of Q2 2026.
  • Beacon Pointe Advisors sold 6,627 NatWest shares in Q2 2026, an estimated $107K.
  • NatWest made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1726 holding.
  • Beacon Pointe Advisors first reported a position in NatWest in Q2 2024 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's NatWest position peaked at $301K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.