Beaird Harris Wealth Management’s NatWest NWG Stock Holding History

Beaird Harris 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	$593	Hold	34	–	–	﹤0.01%	596
2026 Q1	$502	Hold	34	–	–	﹤0.01%	566
2025 Q4	$589	Hold	34	–	–	﹤0.01%	584
2025 Q3	$476	Sell	34 -64	-65%	-$903	﹤0.01%	616
2025 Q2	$1.39K	Buy	+98	New	+$1.29K	﹤0.01%	533

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

Beaird Harris Wealth Management's NWG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 34 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Beaird Harris Wealth Management first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39K in Q2 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Beaird Harris Wealth Management held 34 shares of NatWest worth $593 as of Q2 2026.
Beaird Harris Wealth Management left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #596 holding.
Beaird Harris Wealth Management first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
Beaird Harris Wealth Management's NatWest position peaked at $1.39K in Q2 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.