Bell Investment Advisors’s NatWest NWG Stock Holding History

Bell Investment 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	$12.9K	Sell	730 -1	-0.1%	-$16	﹤0.01%	626
2026 Q1	$10.9K	Sell	731 -261	-26%	-$4.34K	﹤0.01%	648
2025 Q4	$17.4K	Buy	992 +340	+52%	+$5.39K	﹤0.01%	491
2025 Q3	$9.23K	Sell	652 -115	-15%	-$1.62K	﹤0.01%	672
2025 Q2	$10.9K	Hold	767	–	–	﹤0.01%	642
2025 Q1	$9.14K	Hold	767	–	–	﹤0.01%	642
2024 Q4	$7.8K	Hold	767	–	–	﹤0.01%	710
2024 Q3	$7.18K	Hold	767	–	–	﹤0.01%	763
2024 Q2	$6.16K	Hold	767	–	–	﹤0.01%	825
2024 Q1	$5.22K	Sell	767 -89	-10%	-$528	﹤0.01%	888
2023 Q4	$4.82K	Buy	856 +770	+895%	+$4.09K	﹤0.01%	905
2023 Q3	$502	Buy	+86	New	+$520	﹤0.01%	1797
2022 Q4	–	Sell	-1	Closed	–	–	1996
2022 Q3	$0	Sell	1 -187	-99%	-$1.15K	﹤0.01%	1876
2022 Q2	$1K	Buy	+188	New	+$1.13K	﹤0.01%	1522

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

Bell Investment Advisors's NWG Position: Q2 2026 in Review

Bell Investment Advisors reduced its NatWest (NWG) stake by 0.14% in Q2 2026, selling an estimated $16 and leaving 730 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Bell Investment Advisors first reported a position in NWG in Q2 2022 and has held it in 14 quarters since. The position peaked at $17.4K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Bell Investment Advisors held 730 shares of NatWest worth $12.9K as of Q2 2026.
Bell Investment Advisors sold 1 NatWest share in Q2 2026, an estimated $16.
NatWest made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #626 holding.
Bell Investment Advisors first reported a position in NatWest in Q2 2022 and has held it in 14 quarters since.
Bell Investment Advisors's NatWest position peaked at $17.4K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.